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ImportOmatic on-the-fly Wealth Screening?

Hello ImportOmatic Users,

Omatic Software needs your feedback on the possibility of adding an on-the-fly wealth screening service to ImportOmatic. The screening would be optional and could be set per IOM profile. There would be options to only screen people that met certain criteria, and it would also only screen constituents that had not recently been screened, based on a configurable time amount (for instance, "12 months"). Given the convenience of having this be part of the IOM import process, is this a service you could foresee your organization using? If so, could you tell us (based on what you know about other screening services or just your own gut feeling) how much you would expect to pay 'per constituent screened' for each of these two scenarios?:

  • Scenario 1 - A single 'Wealth Rating' value of A through G.
  • Scenario 2 - Nine screening fields: Wealth Rating, Private Company Ownership (Y/N), Holdings Amount, Options Amount, Stock Sales Amount, Larkspur (Y/N), Who’s Who (Y/N), Philanthropic Indicator (Y/N), Residential Home Amount

Please let us know by emailing us at screening@omaticsoftware.com. Thanks, we appreciate your candid feedback!

  • Jeff

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