WEBINAR

Transform How Your Team Engages HNW Prospects with GenAI

Wednesday, June 17th, at 1:00 PM ET / 10:00 AM PT

Are your teams still spending hours manually researching and assembling prospect or donor dossiers?

As expectations rise and high‑net‑worth prospects become harder to reach, revenue and fundraising teams need faster, richer context to personalize every conversation–and to do it at the right moment.

Without the right tools, teams burn time compiling wealth, real estate, and life‑event data into profiles that quickly become outdated and rarely get used in full.

Windfall’s Generative AI Dossiers streamline this process, turning verified wealth and life‑event data into concise, ready‑to‑use briefings. Your GTM teams and nonprofit fundraisers can spend more time building relationships and far less time building packets.

Join Arup Banerjee, Co-Founder & CEO at Windfall, and Kathleen Atkins, VP of Marketing at Windfall, to learn how GenAI is transforming prospect and donor research.

This session will explore:

• How GenAI is changing how sales and fundraising teams research and prepare for HNW conversations
• Common concerns with AI-driven approaches  
• How teams are manually creating dossiers today
• How Windfall’s GenerativeAI Dossiers can accelerate and scale your efforts
• Bonus: A demo of Windfall’s SaaS and AI Application featuring the latest dossier capabilities

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