X-Ray Vision Into Your Screenings: See How Our New WE Analyze Dashboard Lets You Identify Great Prospects in One Click

Original Broadcast Date: Wednesday, October 11, 2017

Have you ever wanted to easily identify underperforming donors and easily surface new opportunities from your screening? Now you can, with our new WE Analyze Summary Dashboard. This is just one of the many new product features we’ve been hard at work implementing in the WealthEngine Platform.

Other areas improved include WE Prospect, and our suppression capabilities as well as improved donation matching logic with a new confidence rating to help you validate results. We’re excited to share these latest product enhancements with you. You’ll be sure to walk away an expert.


Join us to learn more about:
  • A New Summary Analytics Dashboard to Gain Further Insight Into Your Screenings
  • More Precise Donations Matching
  • New Donation Match Confidence Rating
  • Improved Suppression Capabilities for Prospecting
  • Greater Control In Specifying the Number of Prospects You Wish to Download in WE Prospect
  • Improved WE Prospect Address Matching
Speakers:
  • John Funge, SVP Product Management, WealthEngine
  • Elizabeth Schiffmann, Senior Director of Product Management, WealthEngine