Prioritize and Segment Wealth Data Like a Pro

How should you prioritize and segment your wealth data? What are the best practices for data analysis? And how can you save time with automation and CRM imports?

When you properly organize and analyze your constituent wealth data, you can empower your team to make data-driven decisions and increase the efficiency of your development efforts. Proper data segmentation allows you to reduce manual calculation and data entry, uncover hidden prospect and donor insights, and ensure your team is allocating resources to the highest-value prospects and donors.

Watch this on-demand webinar for an interactive, step-by-step overview of how to prioritize and segment your wealth data like a pro. 

This session explores:

• How to make data-driven decisions
• New ideas for segmenting donors and prospects
• How to use wealth data alongside your CRM
• How to make your segmentation process more efficient