Customized Training
Put your research 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 100 major gift prospects
- Using data for major gifts, planned gifts, annual funds, and direct mail
- Creating custom reports based on your organization's needs
- Interpreting and validating your data
- Identifying your next steps and creating a prospect road map
Training Options
Custom FindWealth Online 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
Join a Virtual Training
Click here if you are scheduled to participate in a live Training Course, Thursday Workshop or other online webinar
Meet Our Experts!
At WealthEngine, our people are one of our greatest assets. We make an effort to hire the very best people.
Meet our Wealth Intelligence ExpertsSchedule Training
Put your screening or FindWealth results to work for you. Let our seasoned researchers help.
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