WEBINAR

Tuesday, March 10th, at 1:00 PM ET / 10:00 AM PT

Are your top-tier clients actually your highest-capacity clients? Are future VICs stuck in lower service tiers? How many “hidden gems” are in your client database?

Luxury retail leaders are rethinking how they identify, tier, and serve high-capacity clients. Too many brands still operate with a reactive clienteling strategy—waiting for clients to exhibit spend behavior before elevating them. Purchase history doesn’t tell the full story. Without verified wealth data and AI-driven prioritization, luxury brands risk mis-tiering clients, under-serving high-potential households, and missing elevated service opportunities.

Modern wealth, real estate, career, and liquidity signals allow brands to move from reactive to proactive, tiering clients behind the scenes based on capacity, not just spend. This shift enables teams to begin finding the VICs of tomorrow today—aligning CRM, clienteling tools, and store teams around true potential.

Join Windfall’s upcoming webinar with wealth data and AI experts, Matt Donahue and Steve Simollardes, to explore practical ways to integrate wealth data and AI into your retail workflows—from client prioritization to elevated in-store experiences.

In this session, we will explore:

• How leading luxury brands tier clients behind the scenes using wealth data and AI
• Finding the VICs of tomorrow before they self-identify through spend
• Triggering elevated service moments: private appointments, early access, bespoke offers, and invitation-only events
• Using wealth and career intelligence to align CRM, clienteling platforms, and store teams
• Leveraging AI to prioritize outreach and identify upgrade opportunities
• Bonus: Real-world use cases from luxury brands using wealth data to drive growth

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