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Wealth Screening Services

Suzanne Weeldreyer
$organization
After getting excited about some of the integrated services for wealth screening at the conference, I'm wondering if anyone out there would be willing to share your experience with iWave or Wealth Engine? We're embarking on an anniversary campaign soon and will be doing our feasibility study beginning in the next two weeks. I'm particularly looking at whether getting a subscription and doing our own screening would be less expensive than doing so through our consultant and give us greater access to that data for longer. Thanks! Suzanne Weeldreyer Kalamazoo Symphony Orchestra
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  • $organization

    We subscribe to the Search program annually; the Development team uses it for any new prospects that get added to the pipeline.

    We typically run a screening over a good size of our population every 18-24 months; I'm in process of doing that now.  The integration with Tess is not difficult; if you have used the NCOA utility you will find it's similar in technical knowledge needed and effort.

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  • $organization

    We subscribe to the Search program annually; the Development team uses it for any new prospects that get added to the pipeline.

    We typically run a screening over a good size of our population every 18-24 months; I'm in process of doing that now.  The integration with Tess is not difficult; if you have used the NCOA utility you will find it's similar in technical knowledge needed and effort.

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