Customer success story
Less time spent on research, more time spent building a valuable pipeline
“Introducing Xapien was like hiring a second team member.”
Austin Vogt, Prospect Researcher at Mercy for Animals
The challenge
Foundations are a key area for the Mercy For Animals research team. They spent days manually searching, analyzing, and summarizing information about past philanthropic initiatives and foundation directors to build prospect profiles for outreach.
Going down rabbit holes was a challenge, as was knowing when they had conducted enough research to make a decision and move forward. This would delay the start of the outreach process.
Where Xapien steps in
Mercy For Animals now Xapien foundations and directors, letting the reports run in the background while they focus on analyzing financial audits and publicly disclosed gift information.
Since Xapien manages the end-to-end research process, they no longer have to worry about missing important information. Instead, they can spend the time deep-diving into areas of the Xapien report that are important to them.
Xapien Insights is a particularly valuable section of the overall reports. Rather than spending time manually analysing and summarising their research findings, Xapien does it for them.
The report's Executive Summary gives a flavor of the subjects they are researching. They can then dig deeper into the Philanthropy and Wealth sections to find examples of past causes the foundation has supported or associated directors to reach out to.
The impact
With Xapien as the team's on-demand researcher, they have more time to build a valuable pipeline and focus on strategic tasks where human judgment and creativity matter most.
“When I shared Xapien with our fundraisers, they were all blown away. Everybody has been really impressed.”
Austin Vogt, Prospect Researcher at Mercy for Animals
Xapien streamlines due diligence
Xapien's AI-powered research and due diligence tool goes faster than manual research and beyond traditional database checks. Fill in the form to the right to book in a 30 minute live demonstration.