Quick Poll: Topics for Upcoming ResearchPoint Product Tours

Ashley Oates

Hello Everyone!

Over the past year, we have been hosting quarterly ResearchPoint Product Tours to introduce ResearchPoint to those who are new to the product, and refresh current users on some of basics of the program. We have covered the basics of screening records through WealthPoint, creating queries and research lists to segment records, and we will be diving into importing new records coming up soon!

With more ResearchPoint Product Tours scheduled for the rest of the year, we want to hear from you!

What features about ResearchPoint/WealthPoint do you want to hear more about? Is there a process or tool within ResearchPoint that you have been curious about and want to know more?

Comment below with your ideas!

Christine Robertson

@Ashley Oates Integration with other BB tools is always helpful as is information for smaller teams that don't have a dedicated prospect researcher.

Carlene Johnson

@Ashley Oates Are the previous product tours available on demand somewhere? I could use a refresher on a few items you mentioned. Thanks!