WEBINAR

Maximizing the Windfall API: Building Programmatic & Real-Time Workflows 

Thursday, July 23rd, at 1:00 PM ET / 10:00 AM PT

Is your team ready for real-time wealth data? Do you know what use cases it unlocks for fundraising, marketing, and sales?

Go-to-market and technical teams are increasingly looking to APIs to automate enrichment, power personalization, and build scalable data workflows. Too many organizations still rely on manual exports or one-off integrations that create friction and slow down execution. Without direct API access, teams miss opportunities to embed wealth and AI signals into CRMs, marketing platforms, and customer success workflows in real time.

We will walk through how to leverage the Windfall API, what it unlocks for your organization, and how leading teams are using it to drive faster enrichment, smarter segmentation, and measurable expansion outcomes.

Join Windfall's upcoming webinar with wealth data and API experts Dan Hoff and Steve Simollardes to explore practical ways to integrate wealth data into your existing systems—from authentication and first calls to full workflow automation.

In this session, we will explore:

• Highest-impact use cases such as real-time lead enrichment and routing, marketing nurture triggers, and live data for scoring and modeling
• How to connect the API to your existing stack (CRM, marketing automation, internal tools, and AI assistants) without rebuilding what's already working
• Bonus: A live walkthrough of the Windfall API

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