Prospecting hasn't experienced any huge changes in WealthEngine9. However, there have been some smaller updates to the attributes that you will use to build your list of new leads. We are always working to improve our data and overall data structure and as a part of this process, a few attributes have been retired due to changes or low match counts. In addition, you may also notice that a few of the attributes have been grouped in a more systematic way and that additional functions (such as the Suppression and your Usage Report) are located in new places. This is intended to make things a little more intuitive so that it is easier for you to quickly find the attributes that matter most to you.
To see a little more on these updates, check out the video below:
- Note: To learn more about this tool, make sure to check out our Prospecting Resources.