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advizorsolutions.com Leveraging Advancement Information for Fundraising rev 6-25-09
A Wealth of Information Decisions
Information Fragmented and Hard To Access . . .
. . . Advizor Knits It Together Affinity Capacity Activities Demographic
. . . Enabling Easy Answers to Key Questions. Q: Who should we target for a dinner in New  York to raise money for a new f...
Demo: upcoming dinner in NYC, who  should be invited?  (Higher Education example) Starting List of 94k Prospects
<ul><li>New Training Facility for Football &  </li></ul><ul><li>  Lacrosse teams. </li></ul>Money Being Raised for?
Click     2,796 Football Players  . . .
Click Again     226 Also Played Lacrosse Note:  Color Set to Rating  (red = highly rated;  blue = low rated; grey = unrat...
. . . “Zoom In” on these 226 . . .
. . . Most Live in the Northeast . . .
. . . 32 in NY State . . .
Click    53 in NY, CT, NJ . . .
. . . Click to Remove 2 in Albany . . .
. . . Click to Remove 17 Who Aren’t Rated . . .
. . . 34 Prime Prospects.
Clustered in the ’70’s and ’80’s.
Reasonable Giving History.
List of the 34.
<ul><li>Answer & List in 20 minutes </li></ul><ul><li>No help needed from IT or Outside  </li></ul><ul><li>Resources </li>...
Key Benefit:  Collaboration
New Class of Software <ul><li>Visual Discovery™ Software </li></ul><ul><li>In-Memory-Data-Management  </li></ul><ul><li>Da...
Benefits: <ul><li>Mine Data </li></ul><ul><li>Discover Answers </li></ul><ul><li>Work Together (collaboration) </li></ul><...
Solution Focus for Advancement
We integrate well with existing systems . . . advizorsolutions.com Input Sharing Analysis and Discovery Other Other <ul><l...
Who we are . . .
ADVIZOR Solutions <ul><li>Bell Labs Spin-off </li></ul><ul><li>Over 1,000 Customers – mid market & up; variety of industri...
High ROI in Fundraising <ul><li>Solution Focus </li></ul><ul><ul><li>Prospect Identification </li></ul></ul><ul><ul><li>Pr...
Next Step: <ul><li>Contact us for a free assessment.  </li></ul><ul><li>Your data, your key questions. </li></ul><ul><li>[...
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Overview

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Transcript of "Overview"

  1. 1. advizorsolutions.com Leveraging Advancement Information for Fundraising rev 6-25-09
  2. 2. A Wealth of Information Decisions
  3. 3. Information Fragmented and Hard To Access . . .
  4. 4. . . . Advizor Knits It Together Affinity Capacity Activities Demographic
  5. 5. . . . Enabling Easy Answers to Key Questions. Q: Who should we target for a dinner in New York to raise money for a new facility?
  6. 6. Demo: upcoming dinner in NYC, who should be invited? (Higher Education example) Starting List of 94k Prospects
  7. 7. <ul><li>New Training Facility for Football & </li></ul><ul><li> Lacrosse teams. </li></ul>Money Being Raised for?
  8. 8. Click  2,796 Football Players . . .
  9. 9. Click Again  226 Also Played Lacrosse Note: Color Set to Rating (red = highly rated; blue = low rated; grey = unrated)
  10. 10. . . . “Zoom In” on these 226 . . .
  11. 11. . . . Most Live in the Northeast . . .
  12. 12. . . . 32 in NY State . . .
  13. 13. Click  53 in NY, CT, NJ . . .
  14. 14. . . . Click to Remove 2 in Albany . . .
  15. 15. . . . Click to Remove 17 Who Aren’t Rated . . .
  16. 16. . . . 34 Prime Prospects.
  17. 17. Clustered in the ’70’s and ’80’s.
  18. 18. Reasonable Giving History.
  19. 19. List of the 34.
  20. 20. <ul><li>Answer & List in 20 minutes </li></ul><ul><li>No help needed from IT or Outside </li></ul><ul><li>Resources </li></ul><ul><li>Clear Action Plan </li></ul><ul><li>Found Major Donor!! </li></ul>Summary:
  21. 21. Key Benefit: Collaboration
  22. 22. New Class of Software <ul><li>Visual Discovery™ Software </li></ul><ul><li>In-Memory-Data-Management </li></ul><ul><li>Data Visualization </li></ul><ul><li>Predictive Analytics </li></ul>Well regarded : Gartner “Cool Vendors in Business Intelligence ” ; “ The Rise of Data Discovery Tools”; TDWI; Aberdeen; Forrester.
  23. 23. Benefits: <ul><li>Mine Data </li></ul><ul><li>Discover Answers </li></ul><ul><li>Work Together (collaboration) </li></ul><ul><li>Offload IT </li></ul><ul><li>Quick and Easy (startup in weeks, not </li></ul><ul><li>months!!) </li></ul>
  24. 24. Solution Focus for Advancement
  25. 25. We integrate well with existing systems . . . advizorsolutions.com Input Sharing Analysis and Discovery Other Other <ul><li>Thick client </li></ul><ul><li>Web Portal </li></ul><ul><li>Onsite </li></ul><ul><li>SAAS </li></ul>
  26. 26. Who we are . . .
  27. 27. ADVIZOR Solutions <ul><li>Bell Labs Spin-off </li></ul><ul><li>Over 1,000 Customers – mid market & up; variety of industries; higher ed focus </li></ul><ul><li>Key Strategic Partners: Alterian, Information Builders, Intel, Intellitactics, Microsoft, Salesforce.com, Sungard HE, Teradata </li></ul><ul><li>Well Regarded by key Industry Analysts: Aberdeen, Forrester, Gartner, TDWI, etc. </li></ul>
  28. 28. High ROI in Fundraising <ul><li>Solution Focus </li></ul><ul><ul><li>Prospect Identification </li></ul></ul><ul><ul><li>Prospect Management </li></ul></ul><ul><ul><li>Direct Marketing / Annual Fund </li></ul></ul><ul><ul><li>Campaign Gift Analysis </li></ul></ul><ul><ul><li>Member / Alumni Relations </li></ul></ul><ul><ul><li>Ad Hoc Analysis & Reporting </li></ul></ul><ul><li>Variety of Clients: </li></ul><ul><ul><li>Higher Education </li></ul></ul><ul><ul><li>Healthcare </li></ul></ul><ul><ul><li>Faith Based </li></ul></ul><ul><ul><li>Philanthropic </li></ul></ul><ul><ul><li>Social Services </li></ul></ul>
  29. 29. Next Step: <ul><li>Contact us for a free assessment. </li></ul><ul><li>Your data, your key questions. </li></ul><ul><li>[email_address] </li></ul><ul><li>630-971-5250 </li></ul>
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