WEBINAR

Attracting and Converting Accredited Investors for Alternative Investments 

Wednesday, July 16th, at 1:00 PM ET / 10:00 AM PT

How do you find more accredited investors? Who should you call first? And how do you break through the noise?

Ideally, you could snap your fingers to identify, understand, and engage the right individuals. Unfortunately, it’s not that easy. Over the past few years, we have seen dramatic changes in the distribution of wealth in the United States and the situation is constantly evolving, particularly with affluent households. Without the right data and strategy in place, alternative investment firms face substantial challenges with targeting and converting accredited investors.

Instead of relying on self-reported information, you can improve your reporting, workflows, and touchpoints by leveraging third-party data in your CRM. What if you could segment and prioritize your efforts based on each investor’s unique profile, including household wealth, life events, demographics and career changes?

Join Windfall’s data-driven alternative investment experts, Blake Chidester and  Eric Smith, for a deep dive into how leading firms are leveraging Windfall’s wealth intelligence to accelerate growth by targeting HNW individuals and accredited investors.

Specifically, this session will explore:

• How to think about marketing to HNW individuals and accredited investors
• Challenges facing today's investment market and the importance of investor context
• The value of screening your full database to better understand client wealth and careers
• Proven AI-driven workflows to improve lead prioritization, assignment, and conversion
• Bonus: New ways to engage clients and drive investments through Windfall’s application.

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