Altrata's Wealth-X platform helped a Private Casino in Europe improve its compliance team's decision making. The Casino needed detailed dossiers and due diligence reports on wealthy individuals. Altr...ata provided focused reports, background checks, and political screening in over 35 languages. The compliance team saved time and found all key information in one place. Altrata's services were high quality and enabled faster, more efficient decisions.
Wealth-X by Altrata helped ESCP Foundation find wealthy alumni around the world. The foundation wanted to identify high-value alumni and learn more about their wealth. Using Altrata’s global database..., they found new major donor prospects in Europe and Asia. The team used family and wealth data to connect with key alumni. This led to more conversations for major gifts and a bigger list of potential donors.
BoardEx helped a Global Accounting Firm's Global Head of Financial Services find new business opportunities. The team used BoardEx’s Advanced Search to target banks with over $50 billion in assets. T...hey also used the platform to learn about board members and make warm introductions. After retirement, the executive continued to use BoardEx to find potential board roles. BoardEx provided valuable information and connections for both business growth and personal career moves.
CASE STUDY Global Accountancy Firm (one of the big four)
BoardEx helped a global accountancy firm improve deal flow insight. The firm's PE value and portfolio creation team used BoardEx to find warm connections and gather key organizational insights. The p...latform provided accurate and reliable data on C-suite and board members, as well as alerts on role changes and M&A activity. The team found BoardEx easy to use and valuable for leveraging relationships. BoardEx became their first choice for understanding investments and expanding post-deal services.
Non-Profit Organization Management Case Studies and Success Stories with Relationship Science
CASE STUDY Mercy Ships UK
Wealth-X by Altrata helped Mercy Ships UK find hidden major donors in their database. Mercy Ships UK had trouble managing a large donor list and finding high-value prospects. Wealth-X made it easy fo...r their team to research donors and spot wealthy individuals. The tool helped them identify 75 mid-level giving prospects and nearly 300 ultra-high-net-worth donors. One donor, giving only £5 per month, was found to have a net worth of £85 million. This changed how Mercy Ships UK approached donor engagement.
CASE STUDY The American Committee for the Weizmann Institute of Science (ACWIS)
Altrata helped The American Committee for the Weizmann Institute of Science (ACWIS) expand its global prospecting. ACWIS needed reliable data on high-net-worth individuals outside the US. Altrata pro...vided Wealth-X and RelSci for international wealth intelligence and relationship mapping. The tools gave ACWIS access to biographies, wealth indicators, and philanthropic histories. This enabled ACWIS to find more global donors and connect with them confidently. Altrata's platforms helped ACWIS overcome cultural and language barriers in fundraising.
Altrata’s Wealth-X platform helped SOS Children’s Villages Sweden find and understand high-value donors. Before, they used manual processes that made it hard to prioritize prospects and slowed fundra...ising. With Wealth-X, they accessed detailed donor profiles and wealth data. This saved time and let them focus on building relationships. They identified new high-net-worth individuals and expanded their donor audience.
Switzerland for UNHCR used Altrata's Wealth-X to improve donor prospecting. Manual screening of 40,000 donors was slow and not precise. Altrata's data-driven solution helped them find high-value dono...rs and new prospects. The Salesforce integration gave real-time donor insights. They found 350 high-value and 700 medium-quality matches. This made donor engagement and outreach much better.
Altrata helped Charity, Germany improve their fundraising strategy. The platform provided clear data and guidance to explore their existing donor base. Altrata's team offered ongoing support and stra...tegic recommendations. The charity received a concise overview of all donor data. This helped them plan their next steps for growth.
Texas A&M Foundation used Altrata's Wealth-X and RelSci tools to find and connect with high-capacity donors. The Foundation wanted to raise more funds by identifying top prospects from a large networ...k. Wealth-X gave detailed donor profiles, while RelSci mapped connections between supporters. This helped the team focus on the best prospects and led to a multimillion-dollar gift. The solution saved time and improved fundraising results.
