Leveraging Data in Workflows for Personalization 

Tuesday, July 30 at 1:00 PM ET / 10:00 AM PT

Do you ever wonder how affluent your customers really are? How large your market is? Or how your customer base has changed over time? Finding these answers and connecting with the right consumers can be challenging as your organization evolves and wealth shifts.

Without the right data and strategy in place, luxury retail brands face substantial hurdles in understanding consumer purchasing trends, assessing Total Addressable Markets (TAM), and efficiently acquiring net new customers. Relying solely on first-party data is no longer sufficient. Modern wealth, real estate, and life event data can help your organization go beyond first-party data to drive unparalleled persona development, segmentation, targeting, and cross-channel experiences. 

Join Windfall’s VP of Product, John Dao, and SVP of Customer Success, Mike Vincent, to discover practical ways to incorporate wealth, real estate, and life event data into your sales and marketing workflows to accelerate growth, along with best practices for measuring results.

This session will explore:

  • The advantages of modern wealth and people intelligence
  • Best practices for implementing data-driven sales and marketing for better outcomes
  • Opportunities to leverage machine learning and AI to enhance your strategies
  • Measuring the impact of your efforts to maximize your ROI
  • Bonus: Use cases and examples from existing Windfall customers

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


John Dao

John Dao

VP of Product, Windfall

Mike Vincent (2)

Mike Vincent

SVP of Customer Success, Windfall

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