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Did You Know? WE just made FindWealth 8 even better


Original Broadcast Date: 
Tuesday, March 3, 2015


Join us for the unveiling of our latest enhancements, designed to make FindWealth 8 your own.

With our new Custom Capacity Add-On, you have the power to adjust your giving capacity formula to best suit your market and your tailored approach to prospect scoring.  Not only that, but the Estimated Giving Capacity is now available as an exact number so you can easily integrate it into your processes.

View the details you need with less clicks.

FindWealth 8’s new Streamlined Profile makes it quick and easy to find the information you need, fast!

And we didn't stop there.

We've made Quick Search more powerful by adding in the option to search by data source, providing you with yet another avenue to search by.

Join us as our product experts conduct a detailed demonstration of these new enhancements as well as other changes designed to enhance your FindWealth 8 experience.


Speakers:

  • Elizabeth Schiffmann, Director, Product Management, WealthEngine
  • John Funge, Sr. Vice President, Product Management, WealthEngine

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