These group training courses, delivered via webinar platform, 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: 

WealthEngine Score & Data Basics

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 here.
  • 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. If you are interested in an overview of the Platform and Search functions, please refer to the appropriate Technical Basics webinar.
  • After registering, you will receive a confirmation email containing information about joining the webinar.


Tuesday: 

WE9 Platform & Search Technical Basics: for Nonprofits Clients 

This webinar will cover some of the technical basics of using the WealthEngine Platform as a nonprofit, including best practices when utilizing the various WE Search tools.

  • 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 here.
  • 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. If you are interested in an overview of the scores and data, please refer to the Scores and Data Webinar.
  • After registering, you will receive a confirmation email containing information about joining the webinar.


Wednesday: 

WE9 Platform & Search Technical Basics: for Commercial Clients

This webinar will cover some of the technical basics of using the WealthEngine Platform as a commercial client, including best practices when utilizing the various WE Search tools.

  • Afterwards you will have the opportunity to joina live Q&A with the trainer. If you want to register for that session separately, you can do so here.
  • 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. If you are interested in an overview of the scores and data, please refer to the Scores and Data Webinar.
  • After registering, you will receive a confirmation email containing information about joining the webinar.


Thursday: 

WE9 Modeling and Prospecting

This webinar will cover some of the technical basics and best practices for utilizing the Modeling and Prospecting tools.

  • 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 here.
  • 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. If you are interested in an overview of the scores and data, please refer to the Scores and Data Webinar.
  • After registering, you will receive a confirmation email containing information about joining the webinar.


Friday: 

WE9 Best Practices for Screenings

Want to make sure you are getting the most out of your Screenings? WealthEngine can help! The Best Practices for Screening group 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 here.
  • 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. If you are interested in an overview of the scores and data, please refer to the Scores and Data Webinar.
  • After registering, you will receive a confirmation email containing information about joining the webinar.