Working With Profiles

Commercial: Profile Structure
As you begin to work with WealthEngine profiles, it’s important that you understand how they are structured and where different types of information are sto...
Tue, 7 Jul, 2020 at 9:51 AM
Commercial: Connections
This article will walk you through how to navigate and read the Chart View of the Connections section  a person's profile. Note: To learn about the o...
Tue, 7 Jul, 2020 at 9:04 AM
Commercial: Reading a Profile Best Practices
Okay, so your time is short and you need to quickly qualify a new lead. Or perhaps you have a new potential customer who has agreed to a meeting and you nee...
Tue, 7 Jul, 2020 at 9:09 AM
Commercial: Diving Deep into a Profile
While often you will want to move quickly through profiles and segment files in large groups, that probably won't always be the case. Every once and aw...
Tue, 7 Jul, 2020 at 9:21 AM
Commercial: Editing Profiles
When you are looking at a person’s profile, this is the end result of a very long and complex process. The WealthEngine system draws in about half-a-trillio...
Mon, 28 Sep, 2020 at 4:48 PM
Commercial: Reading Giving and Donations Data
Some profiles will include donations data, which you can factor into your evaluation of that customer or client’s interests and capacity. However, there are...
Sun, 4 Aug, 2019 at 12:57 AM