WEBINAR

Maximize Event Invites with Wealth & Career Intelligence 

Tuesday, December 2, at 1:00 PM ET / 10:00 AM PT

Are your event invites going to prospects who simply aren't a good fit for your high-value experiences? Are you missing out on significant revenue because you lack the data to prioritize the right "rising stars" and key decision-makers? 

Every industry—from retail to financial services to nonprofit fundraising—spends significant resources on events, dinners, and experiences designed to drive major revenue. But without a precise way to identify who to invite, you risk wasting budget on low-potential attendees or overlooking key prospects who could become your biggest clients or donors. This lack of targeted visibility can translate directly into a poor return on investment (ROI) for your most crucial experiential marketing efforts.

The solution lies in leveraging wealth and career intelligence to align your event invites with a data-driven segmentation strategy. By combining Total Addressable Market (TAM), location, and deep wealth data, you can build a precise profile of high-value prospects. This webinar will show you how to use this framework to pinpoint your most promising attendees, whether you're planning a donor dinner, a regional sales event, or a VIP client experience.

Join Windfall’s VP of Product, John Dao, and Solutions Engineer, Tyler Dillard, for a webinar focused on how organizations can maximize event ROI by using data to build hyper-targeted event invitation lists. You will walk away with actionable strategies for identifying key decision-makers, prioritizing "rising stars," and ensuring your experiential marketing budget drives the highest possible revenue.

This session will explore:

  • Proven strategies for leveraging combined wealth and career data to segment your ideal attendees.
  • How to combine TAM, location, and wealth data to build precise, high-potential event lists.
  • Ways to identify and prioritize "rising stars" in your database using their career trajectory.
  • Examples of operationalizing this strategy for galas, dinners, or unique VIP experiences.
  • Best practices for aligning event invites with your broader segmentation strategy.

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

Presenters

John Dao

John Dao

VP of Product, Windfall

Matt Donahue

Matt Donahue

Head of Solutions Engineering, Windfall

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