WEBINAR

How Wealth Management and Luxury Brands Use Investable Asset Data to Reach Affluent Buyers

Tuesday, September 22nd, at 1:00 PM ET / 10:00 AM PT

Do you ever wonder how liquid your clients and VIPs really are? And how that liquidity can shape the way you market to them?

Knowing a household's net worth helps you prioritize the right prospects and VIPs. Understanding their liquidity tells you who is positioned or motivated to act, and those are the signals most teams are missing.

In this webinar, Windfall’s CEO & Co-Founder, Arup Banerjee will walk through how investable asset data builds on precise net worth to show not just who can afford to buy, but who is positioned to buy now. He'll also break down how modern wealth data is modeled, and why that methodology matters when you're segmenting and targeting affluent households.

This session will explore:

• How modern wealth data is modeled, and why methodology matters for accurate targeting
• What investable assets are and how they differ from net worth
• How wealth management, banking, and alternative investment teams use liquidity data to grow share of wallet
• How luxury brands use the same data to size their market and win net new customers
• Bonus: Best practices and examples from existing Windfall customers

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