Top 10 List of Do’s and Don’ts When Implementing an Advanced Wealth and Analytics

Join us for a “ride with ResearchPoint™” as we help you navigate the prospect research and prospect management landscape. We’ll provide with some helpful hints and help direct you on what the best entrance ramps are to take and which exit ramps to stay away from.

ResearchPoint will be our vehicle and intelligence platform for our product tour. It is the software where assets, affluence insights, and predictive modeling components are delivered and can be accessed to help you dive deeply into the wealth profile and philanthropic history of your constituents. ResearchPoint will empower you to turn simple data into actionable information to make better strategic decisions.


  • Alex Orr, Solutions Consultant, Senior Principal at Blackbaud

  • Kelly McDavid, Senior Solutions Engineer, Sales Enablement at Blackbaud