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Integration of iWave data and BBCRM?

Wesley Waters

For those clients with CRM and exploring wealth screening data beyond WealthPoint, has anyone purchased data from iWave and then integrated with CRM? iWave does not provide an integration to CRM (there is one to NXT). I am uncertain if BVDL could suffice for reintegration from iWave output to CRM, so this may be something we load via script. Anyone with experience out there that would/could share?

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Comments

Ruth Macfarlane

Hi @Wesley Waters.

We have purchased data from iWave and I am in the process of figuring out how to import the data into CRM using Zuri's Velocity. Haven't actually done it yet, so no real experience but I'll let you know how it goes. ? Hoping to have done a test run sometime in December is not early January.