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Data Analysis

Having viewed the free summary you can judge how to move forward. The next step may be a Preliminary Match Report mining your data further and on request, we can add your specific variables to our analysis such as donor, lapsed donor, client etc or your other segment codes to fine-tune your fundraising/client recruitment strategy.
So far the information is all statistical letting you plan a marketing strategy. From the Preliminary Match Report the client can choose to purchase a Tag Report which identifies the individuals on the supporter list against the criteria chosen. This allows precise selection and makes best value for money.

For example preliminary reports and a full list of demographic criteria shown please see below.

arrow The Wealth
     Intelligence Database


arrow The Legacy Prospect      Database

arrow The Annual Giving      Database

Wealth Intelligence Database


The Preliminary Match Report contains:

  • Match Summary - a simple summary of the number of records supplied by the client and those successfully matched to the Wealth Intelligence Database (WID) by either individual or household.
  • National overview - count of matches by wealth band
  • Regional overview - count by matches by UK region (matched by postcode) and wealth band
  • Age profile - count of matches by age and wealth band
  • Constituent attributes - count by wealth band and main attributes recorded on our database
    (e.g. shareholder, company director, charity trustee etc)
  • Full profile - count of matches where a Prospecting for Gold Full Profile is available if required
  • Wealthy investors - count by wealth band of those individuals known to have high value investment portfolios

Note: The report is split into two sections, the first showing individual matches to our database, the second showing household matches. The criteria for analysis are the same in both sections.

 

arrowSee Example WID Preliminary Match Report

 

From the preliminary report the client can assess whether they wish to purchase a Tag Report which will identify each individual/household record matched to our database.


arrowProceed to Tag Report

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