Use this link to share the webinar recording with your colleagues:
Best Practices: Curate Your Ideal Prospect List with WealthEngine: https://help.pm.leapevent.tech/a/1706924
Imagine if you could leverage actionable wealth and lifestyle insights to power highly-targeted campaigns to your patrons. What if you were able to personalize your outreach to prospective donors based on their giving capacity, propensity to give, and wealth insights? What if all this data was directly accessible inside your PatronManager account? How would that impact your ability to convert your patrons into donors?
Join us for this webinar presented with our partners at Altrata to learn about to learn about all this and more. We'll discuss what wealth & lifestyle intelligence is, how you can use modeling & scoring to personalize your efforts, and how their WealthEngine, WealthX, and RelSci solutions integrate with PatronManager.
This webinar is geared toward fundraising teams, executive directors, and PatronManager Admins.
We recommend setting the video quality to 720p (click on the gear at the lower-right of the embedded video) and watching the video in full-screen mode, if possible.
For more information about Altrata, WealthEngine, WealthX, and RelSci, see this article in the Recommended Apps section of the Help Tab, or reach out to [email protected] and be sure to let them know you're a PatronManager client!