WEBINAR

Generative AI Meets Wealth Data: A New Era for Customer Marketing

Thursday, October 30th, at 1:00 PM ET / 10:00 AM PT

Are you still sending one-size-fits-all messages in a world that demands personalization? What if you could pair GenAI with wealth data to produce the right content for the right customer at the right moment? 

Every marketer wants to treat customers as individuals, but traditional segmentation has limits. Demographics, past purchase data, and broad behavioral categories only get you so far. You may know who clicked last week, but do you know which of your customers are on the cusp of a major career milestone? Which households are primed for a luxury purchase? Or who is likely to downgrade in a downturn, vs who is insulated?

By combining Generative AI with accurate wealth, lifestyle, and career data, you can transform raw information into personalized, high-impact messages at scale. This approach lets you “spearfish” instead of casting a wide net—delivering hyper-targeted campaigns that connect deeply with the right individuals at the right moments. Generative AI adoption is skyrocketing, but most brands are still experimenting. Early movers who combine AI with the right wealth intelligence layer will leap ahead, offering customer experiences that feel deeply personal at scale.

Join Windfall's VP of Product, John Dao, and Senior Product Manager, Taylor Schreiber, to explore how the fusion of Generative AI and wealth intelligence is creating a new era of highly effective customer marketing.

This session explores how to use the new application to:

• The risks of generic outreach and how to avoid alienating your audience
• How GenAI and wealth data enable hyper-personalization at scale
• Moving beyond personas to create personalized dossiers and career profiles
• Using life events, lifestyle signals, and wealth indicators to shape messaging tone
• Bonus: Real-world use cases showcasing how companies are pairing GenAI and wealth data

Please fill out the form to save your seat. We hope you and your team will join us!