Post- TUG Meeting: Wealth Screening

Former Member
Former Member $organization

After our meeting on 21st April, this was a topic raised for further discussion online.

All members are encouraged to share ideas and ask questions! 

To help start things off...

 

Since Wealth Engine announced that they will retire their UK product, some organisations need to look for alternative options.

Have people found that there are other ways to effectively wealth screen in Tessitura, without a product added on?

Are there other products people are using? 

  • We have completely deleted this data from our database. Decided it wasn't worth the risk of using it. 

    Kelly

  • I posted this article on “UK charities fined for data law breaches” over on the Business Analytics group.  Thought it might be of interesting in the context of this thread.  It shed some light for my why Wealth Engine is leaving the UK market.

     

    Wondering how my development friends in the UK are feeling about this?  Given those rulings, is any screening allowed?

     

    http://www.tessituranetwork.com/Community/groups/self-service_business_intelligence/forum/p/18158/54658.aspx#54658

     

    --Tom

    718.724.8135

    tbrown@BAM.org

     

    From: UK Development Topics [mailto:forums-ukdev@tessituranetwork.com] On Behalf Of Kelly Enderwick
    Sent: Tuesday, May 02, 2017 12:29 PM
    To: Thomas Brown <tbrown@bam.org>
    Subject: Re: [UK Development Topics] Post- TUG Meeting: Wealth Screening

     

    We have completely deleted this data from our database. Decided it wasn't worth the risk of using it. 

    Kelly

    From: Fiona Joseph <bounce-fionajoseph3579@tessituranetwork.com>
    Sent: 4/27/2017 11:09:40 AM

    After our meeting on 21st April, this was a topic raised for further discussion online.

    All members are encouraged to share ideas and ask questions! 

    To help start things off...

     

    Since Wealth Engine announced that they will retire their UK product, some organisations need to look for alternative options.

    Have people found that there are other ways to effectively wealth screen in Tessitura, without a product added on?

    Are there other products people are using?