Apra PD 2022.jpg

Capacity Ratings with AI

Track: Data Science

Session Number: 6006
Date: Wed, Jul 27th, 2022
Time: 2:45 PM - 4:00 PM
Room: International 9

Description:

A capacity rating is a dynamic measure -- it changes as the prospect gains and loses wealth, and increases or decreases inclination toward an organization. In this session, we explore how to update capacity ratings as the prospect's life cycle, wealth, and response to an organization shifts.
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Exposure to artificial intelligence -- on the fly scoring
Learning Objective #2: Full review of of a capacity rating: wealth, timing, inclination
Primary Competency: DS:Competency 4: Statistical Techniques and Competencies
Secondary Competency: PR:Competency 8: Financial Capacity Evaluation and Wealth Indicators
Tertiary Competency: RM:Competency 8: Pipeline Management
Intended Audience Level: Level II
Recommended Prerequisites: Donor modeling and at least some exposure to machine learning
Organization Size: All Team Sizes
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Exposure to artificial intelligence -- on the fly scoring
Learning Objective #2: Full review of of a capacity rating: wealth, timing, inclination
Primary Competency: DS:Competency 4: Statistical Techniques and Competencies
Secondary Competency: PR:Competency 8: Financial Capacity Evaluation and Wealth Indicators
Tertiary Competency: RM:Competency 8: Pipeline Management
Intended Audience Level: Level II
Recommended Prerequisites: Donor modeling and at least some exposure to machine learning
Organization Size: All Team Sizes