WealthEngine Product Release Notes – September 2017

WealthEngine Product Release Notes – September 2017

September 20, 2017

At WealthEngine, we are constantly challenging ourselves to innovate in order to make our products better for you. Over the summer, we’ve been hard at work implementing some great new product features in the WealthEngine Platform. We’re excited to bring those to you in our September 2017 release. This release includes the following new capabilities:

New Summary Analytics Dashboard for Your Screenings
This release introduces a new dashboard for analyzing your screenings. By simply selecting a screening folder in My Results and then clicking the new “Analyze” button, you will be presented a visualization that provides deeper insight into your screening. The dashboard includes demographic details as well as comparisons relative to national averages. The new “Giving vs. Capacity” dashboard enables you to quickly narrow in on underperforming donors and surface opportunities.

wealth analyze graphic screenshot

More Precise Donations Matching
With donations data, it’s not just the overall volume of donations that matters. In fact, it’s as important — if not more — how precisely the system matches those donations to individuals. This is a technically challenging task since many charitable donation records do not include sufficient donor identifiers in order to perform exact matching.

So, we set out to improve the precision of our donations matching. The better the matching, the less work you need to do in evaluating the charitable giving of prospects. With this in mind, we have introduced an entirely new set of matching algorithms for donations. The results are striking: there are far fewer donations incorrectly matched to individuals.

Because the matching is more precise, you will notice that number of donation per profile will seem smaller. This is not due to less donation data. Rather it is due to the system doing a better job of filtering out invalid donation matches.

Donations Confidence Rating
With the improvements we have made to our donations matching, we have introduced a new Match Confidence indicator. This Confidence rating is a complement to our Quality of Match (QOM), and provides a more granular ability to sort donations based on the match quality. The Confidence will enable you to quickly identify donation records that may be invalid for that respective individual.

analyze-graphic 2

Improved Suppression for Prospecting
This release adds the ability for suppression lists to be managed across users in multi-user customer accounts. In addition, we have added the capability to “Auto Suppress” all prospect lists that are pulled from WE. Now you know that you will not be pulling prospects that you may have already pulled in prior prospect lists that you downloaded from WE.

analyze graphic suppress

More Precision In Sizing Your Audience in WE Prospect
Users can now specific the exact number of prospects to download from within a query result.

analyze graphic how many wealth records download

39 Replies to “WealthEngine Product Release Notes – September 2017”

  1. Pingback: Functional testing
  2. Pingback: love dolls
  3. Pingback: 메이저토토
  4. Pingback: covid-19 vietnam
  5. Pingback: forex signals
  6. Pingback: Urban nido
  7. Pingback: 안전공원
  8. Pingback: Electricity Rates
  9. Pingback: relx
  10. Pingback: sbo
  11. Pingback: kardinal stick
  12. Pingback: browse around here
  13. Pingback: sbo
  14. Pingback: warehouse jobs
  15. Pingback: Firearms For Sale

Leave a Reply

Your email address will not be published. Required fields are marked *