WEBINAR

Thursday, February 19th, at 1:00 PM ET / 10:00 AM PT

Do you ever wonder how liquid your clients really are? Or how much share of wallet you’ve captured across your book of business?

Knowing which prospects and clients have the most potential is essential for financial services firms to focus their sales and marketing efforts. Unfortunately, legacy data vendors often provide a surface-level view of wealth that relies too heavily on real estate values and neighborhood-level estimates, making it difficult to get a reliable understanding of an individual’s true investment capacity in today's volatile economic climate.

Modern financial prospecting requires an accurate view into net worth, and more importantly, it requires precise intelligence on investable assets—the liquid and near-liquid wealth that actually drives AUM growth. By feeding your prospecting "machine" with real-time, data-backed insights, your team can move past awkward discovery conversations and approach high-value leads with confidence.

Join Windfall’s VP of Sales, Iain Denham, and Director of Solutions Engineering, Matt Donahue, as they explore how to operationalize modern wealth data to supercharge your marketing and sales workflows.

In this session, we will explore how to:

• Master the difference between net worth and liquid wealth to streamline advisor workflows and improve client outcomes
• Understand why historical approaches to data enrichment often lead to inaccurate prospecting and missed opportunities
• Learn how to integrate modern asset data into your CRM to automate lead scoring and prioritization
• Review proven strategies across wealth management, banking, and alternative investments
• Bonus: Discover best practices and success stories from existing Windfall customers

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