Case Study: University of Liverpool speeds prospect research and due diligence with Xapien

3 hours of research and due diligence in 30 minutes to scale the donor pipeline

The University of Liverpool's development and alumni relations team faced a significant challenge in scaling its donor pipeline. Their manual process for prospect research and due diligence was slow and time-consuming, causing them to conduct critical risk checks too late in the cultivation process. This approach was unsustainable due to increasing demand and created the potential for reputational risk, as significant effort could be invested in a prospect before adverse information was discovered.

By implementing Xapien, the university automated its information gathering. Xapien surfaces all relevant information on a prospect in minutes, allowing the team to combine due diligence with initial research from the very start. This solution enabled the operations team to handle more requests without compromising quality, perform thorough checks on all prospects regardless of their perceived value, and confidently move more prospects through the fundraising pipeline faster.

University of Liverpool

Stephen Kehoe

Research Manager