Foundational Series: Creating Data-Driven Sales & Marketing for Alternative Investment Firms 

Tuesday, May 7th, at 12:00 PM ET / 9:00 AM PT

How do you find more accredited investors? Who should you call first? And how do you break through the noise?

Ideally, you could snap your fingers to identify, understand, and engage the right individuals. Unfortunately, it’s not that easy. Over the past few years, we have seen dramatic changes in the distribution of wealth in the United States and the situation is constantly evolving, particularly with affluent households. Without the right data and strategy in place, alternative investment firms face substantial challenges with targeting and converting accredited investors. 

Instead of relying on self-reported information, you can improve your reporting, workflows, and touchpoints by leveraging third-party data in your CRM. What if you could segment and prioritize your efforts based on each investor’s unique profile, including household wealth, life events, demographics and career changes?

Join Windfall’s CEO, Arup Banerjee, and Customer Success Manager, Eric Smith, for a deep dive into how leading alternative investment firms are leveraging Windfall’s wealth intelligence to accelerate growth by targeting HNW individuals and accredited investors. They will be covering:

  • How to think about marketing to HNW individuals and accredited investors
  • Challenges facing today's investment market and importance of investor context
  • Opportunities to leverage machine learning and AI to improve marketing efforts
  • Best practices for implementing people data into your sales and marketing workflows
  • Improving personalization, and identifying opportunities to increase share of wallet

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


Arup Banerjee Headshot - Google Docs

Arup Banerjee

CEO & Co-Founder, Windfall

Default_Eric Smith

Eric Smith

Customer Success Manager, Windfall

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