WealthEngine

Put your research results to work for you. WealthEngine’s customized training sessions are tailored specifically for your organization, allowing your team to ask questions and cover topics that are specific to your needs.

Topics may include:

• Identifying your top customers and prospects
• Using wealth data for customer communications, product sales and direct marketing
• Creating custom reports based on your business’ needs
• Interpreting and validating your data
• Identifying next steps and creating a prospect road map

Customized Training Options:

Custom FindWealth Training – Webinar 

• Two Hours of Custom Online Training

Custom Training – Webinar

• Up to 5 hours of online training and prep work

On-site Custom Training -1 day

• Up to 8 hours (includes 4 hours of on-site training and prep work)
• All travel expenses included

On-site Custom Training and Analysis of Data

• Analyze screening results (up to 8 hours of analysis)
• All day on-site training session
• Preparation of custom reports based on analysis
• Presentation of road map and strategy for management of screening results
• All travel expenses included