Does your team use WealthEngine for wealth screening? We want to hear from you!
Regardless of whether you are currently using ImportOmatic to import your WealthEngine results into Raiser's Edge, we've been working on something that could be a huge help for your work with WealthEngine screening results. I'd like to run the ideas by you to see if we're on the right track.
If you would like to participate in a quick discovery call with me, and have a direct impact on our upcoming development work, just click here to sign up for a time that fits your schedule: https://my.timetrade.com/book/D53NN
Make sure you act quickly, though! We'll only be hosting these calls over the next few business days so that we can get to work asap.
Thanks, and I look forward to speaking with you soon!
Amanda Tetanich, bCRE
Associate Product Manager | Omatic Software