WEBINAR

Life Events: Building Out Marketing Events for Moments that Matter

Wednesday, November 19th, at 1:00 PM ET / 10:00 AM PT

Are your high-value campaigns missing crucial conversion windows because your segmentation is too slow? Are you losing revenue by treating a customer who just had a major life event the same as one who hasn't? 

Too often, high-value marketing and sales outreach is delayed because the data confirming a customer’s shift in financial status or life stage is out-of-date or scattered. This delay means your most valuable outreach is generic and poorly timed, leading to low engagement rates and missed revenue opportunities. If your segmentation relies on static data, you’re consistently overlooking the critical moments when a customer is ready to transact or upgrade, allowing potential transactions to slip away.

The solution is moving beyond basic filters to embrace real-time segmentation and workflow automation. This webinar will show you how Windfall's triggers update weekly, allowing you to instantly create fresh, timely outreach segments based on recent wealth and life-event changes. We'll demonstrate how your CRM and other applications can work together, showcasing concrete wealth management client use cases to drive consistent, timely engagement with your most valuable customers.

Join Windfall’s Cesar Rizo and Hunter Bingham for a webinar focused on how to use real-time life event, wealth, and career data to build timely, personalized marketing campaigns. We will walk through how to apply Windfall triggers to automate your segmentation and ensure your message lands when it matters most. This session is a must-attend for any marketing, sales operations, or CRM strategy team looking to modernize their engagement strategy and boost high-value conversions.

This session will explore:

• Proven strategies for using Windfall triggers to build timely, personalized campaigns.
• How to operationalize real-time segmentation and workflow automation within your existing martech stack.
• Ways to create new, highly targeted outreach segments as triggers update weekly.
• How to move past old "filter bucket" visuals with fresh trigger-flow and application interplay examples.
• Bonus: Real-world use case examples and CRM/MAP integration opportunities

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