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...
Wed, 25 Mar, 2020 at 11:32 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...
Wed, 25 Mar, 2020 at 11:32 AM
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
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...
Sun, 4 Aug, 2019 at 10:33 PM
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...
Sun, 4 Aug, 2019 at 10:26 PM