Profiles have changed significantly, not just in their basic appearance, but also in more subtle ways. These updates are all ultimately intended to improve navigation and increase customization.
- The "Wealth Signal"
- The WealthScore
- Badges and Tags
- External Searches
- Using "Find More"
The "Wealth Signal"
In the upper right-hand corner of the profile you will find a "Wealth Signal" visualization. This collects together some of the most important scores in the profile so that you are able to quickly evaluate whether this person is worth a deeper look.
With WE9, we have created a brand-new, foundational score! The Wealth Score provides a comprehensive rating of a person’s overall financial health, taking into account all forms of modeled assets and liabilities. Utilizing predictive analytics and modeling, it combines the strengths of our other key scores to help you differentiate and prioritize profiles with a greater level of granularity than ever before.
Each profile is assigned a number between 1 and 100; the higher the number, the better.
You can toggle back and forth between the WealthScore and the P2G to determine which will appear at the center of the Wealth Signal.
- For more information, make sure to check out our new WealthScore Guide!
Badges and Tags
The Badges are essentially labels that can act as quick indicators of certain qualities. Here you can mark a profile as validated, favorited, or deceased. You can also click to add them to your Inner Circle and/or Major Donor lists. Some badges are provided entirely by WealthEngine and you wan't be able to edit them.
Tags, on the other hand, are more customized labels. If you created a tag in My Profiles, this is where you can now attach it to your person. It not only acts as an individual signifier for reading that profile, but it also allows you to go to Filters and pull a list of all the people in your file who have that tag.
Whether you are labeling profiles as “Top Donors;” “Volunteers;” “Capital Campaign Targets;” “Gala Attendees;” or even “Petition Signers;” there are many ways you can take advantage of this tool.
- Note: For more information, see our Filters and Tags Guide.
Sometimes you may want to go outside the profiles to do some additional online research. Now, rather than having to open up a new tab, navigate to LinkedIn, and then type in this individual's name, you can simply click on the relevant icon.
Open searches in Google, facebook, LinkedIn, twitter, and Zillow – all from within our profiles!
- Note: When you click on the icon, it is pulling you to another website. Any information you find there isn’t provided by WealthEngine.
Before the WE9 release, profiles included some information that WealthEngine thought might apply to your person – but we didn’t have enough information to be sure. This was marked as being Medium Quality of Match (QOM) data and therefore didn’t impact scores, though you could use it for additional insight if you verified it on your end.
Now, when you open up a profile, the only Medium QOM data that you might see is charitable donations, FEC Contributions, or SSDI Death Index information. Everything else is High QOM, meaning we have the full name and address in common that we need to be confident in its accuracy. However, you can use the Find More feature to pull additional Medium QOM data into the profile! So, you can choose to take advantage of this information if you want, but you don’t have to see it if you don’t.
- Note: For more information on Quality of Match, see our Building Profiles Guide.