These group training courses, delivered via webinar, are provided to clients at no charge as part of a subscription to the WealthEngine Platform. Each session focuses on a different topic and is followed by a live Q&A with a trainer.




Monday: 

1. WealthEngine Scores & Data11:00am

This webinar will discuss the basics of our main scores and data found within the WealthEngine platform, as well as best practices for both our nonprofit and commercial clients.

  • Afterwards you will have the opportunity to join a live Q&A with the trainer. If you want to register for that session separately, you can do so.
  • Each attendee must register separately as access links cannot be shared.
  • It is important to note that this session does not cover the technical aspects of using the WealthEngine Platform and is instead focused on the scores and data. For a solid foundation, we recommend you also attend the other group sessions.
  • After registering, you will receive a confirmation email containing information about joining the webinar.

2. Searching2:00pm

This webinar will discuss the basics of Searching for individuals within the WealthEngine platform, including best practices for both our nonprofit and commercial clients.

  • Afterwards you will have the opportunity to join a live Q&A with the trainer. If you want to register for that session separately, you can do so.
  • Each attendee must register separately as access links cannot be shared.
  • It is important to note that this session does not cover the technical aspects of using the scores, profiles, or other areas of the WealthEngine Platform and is instead focused entirely on Search. For a solid foundation, make sure to attend the other group sessions as well. 
  • After registering, you will receive a confirmation email containing information about joining the webinar.



Tuesday: 

3. Reading Profiles in the Nonprofit Platform11:00am

This webinar will cover best practices and strategies for reading a WealthEngine profile in the Nonprofit version of the platform. 

  • Afterwards you will have the opportunity to join a live Q&A with the trainer. If you want to register for that session separately, you can do so.
  • Each attendee must register separately as access links cannot be shared.
  • It is important to note that this session does not cover the WealthEngine scores or data in depth and is instead focused on the technical side of understanding and working with a profile. Make sure to also attend the Scores and Data Webinar.
  • After registering, you will receive a confirmation email containing information about joining the webinar.

4. Reading Profiles in the Commercial Platform2:00pm

This webinar will cover best practices and strategies for reading a WealthEngine profile in the Commercial version of the platform. 

  • Afterwards you will have the opportunity to join a live Q&A with the trainer. If you want to register for that session separately, you can do so.
  • Each attendee must register separately as access links cannot be shared.
  • It is important to note that this session does not cover the WealthEngine scores or data in depth and is instead focused on the technical side of understanding and working with a profile. Make sure to also attend the Scores and Data Webinar.
  • After registering, you will receive a confirmation email containing information about joining the webinar.



Wednesday: 

5. Screening11:00am

Want to make sure you are getting the most out of your Screenings? WealthEngine can help! This webinar will take you through the fundamentals and key best practices you'll need to know in order to really maximize your results.

  • Afterwards you will have the opportunity to join a live Q&A with the trainer. If you want to register for that session separately, you can do so.
  • Each attendee must register separately as access links cannot be shared.
  • It is important to note that this session does not cover the WealthEngine scores, profiles, or other areas of the platform and is instead focused on the screening process. Make sure to also attend the Scores and Data Webinar.
  • After registering, you will receive a confirmation email containing information about joining the webinar.

6. My Profiles: Working with Your Results2:00pm

This webinar will cover technical basics and best practices for working with your results in the WealthEngine Platform.

  • Afterwards you will have the opportunity to join a live Q&A with the trainer. If you want to register for that session separately, you can do so.
  • Each attendee must register separately as access links cannot be shared.
  • It is important to note that this session does not cover the WealthEngine scores, profiles, or the screening upload process and is instead focused on technical usage of the My Profiles section. Make sure to also attend the Scores and Data Webinar.
  • After registering, you will receive a confirmation email containing information about joining the webinar.



Thursday: 

7. Modeling11:00am

This webinar will cover technical basics and best practices for utilizing lookalike Modeling in the WealthEngine Platform.

  • Afterwards you will have the opportunity to join a live Q&A with the trainer. If you want to register for that session separately, you can do so.
  • Each attendee must register separately as access links cannot be shared.
  • It is important to note that this session does not cover the WealthEngine scores or data in depth and is instead focused on the technical side of tool usage. Make sure to also attend the Scores and Data Webinar.
  • After registering, you will receive a confirmation email containing information about joining the webinar.

8. Prospecting2:00pm

This webinar will cover some of the technical basics and best practices for utilizing the Prospecting tool within the WealthEngine Platform.

  • Afterwards you will have the opportunity to join a live Q&A with the trainer. If you want to register for that session separately, you can do so.
  • Each attendee must register separately as access links cannot be shared.
  • It is important to note that this session does not cover the WealthEngine scores or data in depth and is instead focused on the technical side of tool usage. Make sure to also attend the Scores and Data Webinar.
  • After registering, you will receive a confirmation email containing information about joining the webinar.



Friday: 

9. The Salesforce Integration (coming soon)

We are in the process of creating a new webinar covering the basics of setting up and utilizing the integration between Salesforce and the WealthEngine Platform. 

If you have questions about adding the Salesforce Connector to your subscription, please reach out to your Sales Representative.