VS 207: Explore the WealthEngine™ and Raiser's Edge NEW Integration Solution

Track: Vendor Sessions

Session Number: VS 207
Date: Thu, Jul 27th, 2017
Time: 4:15 PM - 5:00 PM

Description:

Join us as we take a deep-dive into the flexibility and capabilities of the WealthEngine to Raiser's Edge/NXT NEW integration. There’s never been a more flexible and robust way to import, map, clean, or customize your WealthEngine data—ever. Join us to see the power and ease of this new integration.
Session Type: Breakout Session (45 minutes)

Primary Competency: RM:Competency 3: Relationship Management Database Management
Secondary Competency: DA:Competency 6: Communication
Tertiary Competency: RM:Competency 6: Prospect Strategy
Intended Audience Level: Level I
Learning Objective #1: Attendees will get a deep dive into the functionality and use of the WealthEngine connector for Raiser's Edge/NXT.
Learning Objective #2: Attendees will receive a demonstration of both setup and practical use of the connector.
Session Type: Breakout Session (45 minutes)

Primary Competency: RM:Competency 3: Relationship Management Database Management
Secondary Competency: DA:Competency 6: Communication
Tertiary Competency: RM:Competency 6: Prospect Strategy
Intended Audience Level: Level I
Learning Objective #1: Attendees will get a deep dive into the functionality and use of the WealthEngine connector for Raiser's Edge/NXT.
Learning Objective #2: Attendees will receive a demonstration of both setup and practical use of the connector.