WealthEngine

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Training Schedule

Course Descriptions:

FindWealth 8 Training for New Clients – 60 minutes

Offered: Tuesday @ 2:00 pm EST
Geared towards new WealthEngine clients who have just signed on and are learning the new FindWealth 8 platform.

In this class, you will learn the step-by-step process of how to build your search criteria by using FindWealth 8 to successfully conduct online searches and learn how to navigate through WealthEngine’s wealth intelligence platform. We will also review WealthEngine ratings and scores so that you can better understand your results, and teach you how to begin the process of understanding and validating your data. We’ll also show you Specialty Search containing DataQuick real estate searching, how to run news searches on your prospects with Dialog NewsRoom and identify new funding sources through the Organization Search. In addition, we will review the features of Prospect Generator that will help you find new and affluent donors and review some of the robust features of our My Results sections where all of your online results will be stored.

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FindWealth 8 Training for Transitioning Clients – 60 minutes

Offered: Thursday @ 2:00 pm EST
Geared towards current FindWealth Online clients who are in the process of transitioning to our new wealth intelligence platform FindWealth 8.

In this class, we’ll begin by outlining the current changes you’ll see between the WealthEngine FindWealth Online and FindWealth 8 platforms. This will set the stage for questions and discussion within the FindWealth 8 platform where you will learn the step-by-step process of how to build your search criteria by using FindWealth 8 to successfully conduct online searches and learn how to navigate through WealthEngine’s wealth intelligence platform. We will also review WealthEngine ratings and scores so that you can better understand your results, and teach you how to begin the process of understanding and validating your data. We’ll also show you some of the advanced featured and areas such as the Specialty Search containing DataQuick real estate searching, how to run news searches on your prospects with Dialog NewsRoom and identify new funding sources through the Organization Search. In addition, we will review the features of Prospect Generator that will help you find new and affluent donors and review some of the robust features of our My Results sections where all of your online results will be stored.

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Introduction to FindWealth Online – 90 minutes

Offered: Tuesday @ 2:00 pm EST
Covers everything you need to know in order to successfully run searches and research your constituents.

In this class, you will learn the step-by-step process of how to build your search criteria by using the Simple and Advanced Search functions of FindWealth Online to successfully conduct online searches, learn how to track prospects through the Circle of Friends and track members of your organization by creating your Inner Circle list. We will also review WealthEngine ratings and scores so that you can better understand your results, and teach you how to begin the process of validating your data.

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Applications of FindWealth Online – 90 minutes

Offered: Wednesday @ 2:00 pm EST

In this class, we will cover more functions and capabilities of the FindWealth Online product. You will learn the step-by-step process of creating more detailed reports through the History Section, create new prospects by using DataQuick, run news searches on your prospects with Dialog Newsroom and identify new funding sources through the Foundation Search. In addition, we will review the features of Prospect Generator that will help you find new and affluent donors.

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Access Manager Level 100 – 90 minutes

Offered: First and third Thursday of the month @ 2:00 pm EST
All the information you will need in order to understand and use your screening results.

In this class, you will learn how to sort and filter your file and generate standard and custom reports. Plus, we'll review the process of validating your data and instructions on how to recalculate results when necessary. You will become familiar with the Circle of Friends feature and how to use your Inner Circle network to help with your major gift fund raising efforts.

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FindWealth Online UK – 60 minutes

Offered: Second Tuesday of each month @ 10 am GMT and fourth Tuesday of each month @ 2 pm GMT
Covers everything you need to know in order to successfully run searches and research your constituents.

This class will review the process for conducting searches inFindWealth Online UK utilizing both the Simple and Advanced Search functions. The session includes an overview of WealthEngine’s ratings and scores, the Inner Circle and Circle of Friends features and tips for working in the history section. For those clients that have subscribed to both the UK and US search products, this session will also include an overview of searching stateside constituents with FindWealth Online US.

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Access Manager UK – 60 minutes

Offered: Second Tuesday of each month @ 11 am GMT and fourth Tuesday of each month @ 3 pm GMT

In this class, you will learn the basics for working with your screening data using the Access Manager, including basic and advanced filtering, sorting, and pulling both pre-configured and customized reports. In addition to discussing functionality, this class will include an overview of the data layout in Access Manager and provide tips for validating your screening results.

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Access Manager Level 200

To view the pre-recorded version of this training, please visit the help section of your FindWealth Online account
Geared towards making those important next steps with your data and addresses methods to tailor a file to suit a specific need.

The class will begin with an overview of WealthEngine’s ratings and scores with a concentration on the Utility menu within the Access Manager. We will discuss how to use data in MS MapPoint and how the MPP feature flags those special prospects. We'll also cover how to export your data in your Donor Management System, conduct advanced filters, customize the Estimated Giving Capacity, and create your own Client Defined Fields to further segment your file. Users should take this class after spending two or three weeks using screened data and applying skills learned in the 100 level course. 

Pinpoint^SM

To view the pre-recorded version of this training please visit the help section of your FindWealth Online account

This class will include an overview of the various searches available within Pinpoint, our stock research tool. It will include tips for finding the best results, using the portfolio feature to enable alerts, monitoring transactions with direct links to Security & Exchange Commission (SEC) filings and interpreting the data.