Confusion about sorting data
Share This PostAfter review the webinar from the help session, I realise that we do not have access to all the reporting technology available on Wealth Engine. Many of the features detailed are not present in our screens. We are needing more accurate and less broad based answers to questions about individual prospects. When we get long lists of every Smith who ever gave to any cause that does us little good.
We would like to have access to the data mining and reporting aspects of wealth engine. Is this provided for an additional fee?
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September 19th, 2008 at 1:36 am
WealthEngine has various tools that an organization may find helpful. We have our online product that allows for one-on-on searching for information on a prospect. We also have a separate screening product that will allow an organization to send us a batch of names for us to screen your prospects through a loop analysis to help identify detailed information on your prospects.
However, in some instances, specifically the one you mentioned with charitable donations being returned for every Smith is a difficult one. In charitable donations we have a limited amount of data to determine a match, namely first and last name, therefore more information is returned than just on your Smith.
I hope this helps, if anyone has specific questions please call the Client Service line at 301-215-5980, Option 3 and we will be glad to help you.
Tricia Ambler