Just wondering who out there has used WealthEngine: Prospect Research Technology? We have it and are using it just fine but it was suggested that we import the WealthEngine information into Tessitura. Just wondering if anyone had any experience doing this, what fields you imported (Inner Circle, P2G Ratings...), and if it seemed helpful or worth the time and money to do? Any information/experience you could share would be a great help.
We did a Wealth Engine screening of about 50,000 constituents a few years ago. I only imported the capacity and prelim capacity into a custom tab which included other 'moves management' type information. I made sure it was clear that the information came from a specific wealth screening on a specifc date.
One can't assume that this information is 100% correct so for us it was just a starting point for more research. Our staff are aware that the Wealth Engine capacity is by no means their actual capacity.
I also made sure to create a help document that I added to Tessitura explaining the Weath Engine screening and data so future users can read what its all about.
Dale
COCA is looking into Wealth Engine. Has anything changed in the last 2 years since this posting that would improve the import capabilities? Or have other products researching prospects replaced Wealth Engine?
Hi Shelley,
We've been looking into this as well. As I understand it, WealthEngine is working on a new product due later this year that will tighten integration with Tessitura and allow automated import, at some extra cost. That's about the extent of my knowledge about it though--I'm sure they would be happy to tell you all about it!
We've used Wealth Engine several times over the years and I've just finished importing the latest batch of data. I just take the simple route of importing the excel document into a local table through SQL and going from there. Because we've got older formatted data and new data this required me to do some tweaking to my old local table (adding new fields to the local table and null columns to my excel document to take care of obsolete fields Wealth Engine no longer uses but we have data in for old screenings). It's fairly old school - no fancy import stuff, but it was pretty quick and easy. We have a custom screen that pulls the data off that local table (for our devo department is a fraction of the fields that WE provides).