WEBINAR

Leveraging Investable Asset Data for Wealth Management

Tuesday, August 18th, at 1:00 PM ET / 10:00 AM PT

Do you know how liquid your clients really are? Or how much share of wallet you've actually captured?

Knowing which prospects and clients have the most potential is essential for wealth management firms to focus their sales and marketing efforts. Unfortunately, it can be hard to get a full and reliable picture of a household’s wealth profile. Especially after two years of market swings and a rising real estate market, a household can look wealthy on paper and have very little available to move.

In this webinar, Windfall's CEO and co-founder, Arup Banerjee, will break down what investable assets are, why they differ from net worth, and how firms are using them to drive organic growth today.

This session will explore:

• What investable assets are and how they differ from net worth
• Why legacy wealth data providers tend to be inaccurate and how you can reduce your reliance on zip code estimates or guesswork
• How to apply investable asset data to share of wallet, target market sizing, and net-new client acquisition
• How wealth management, banking, and alternative investments activate investable asset data
• Bonus: Updated best practices and examples from Windfall customers

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