Prioritize and Segment Wealth Data Like a Pro

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

How should you prioritize and segment your wealth data? What are the best practices for data analysis? And how can you save time with automation and CRM imports?

When you properly organize and analyze your constituent wealth data, you can empower your team to make data-driven decisions and increase the efficiency of your development efforts. Proper data segmentation allows you to reduce manual calculation and data entry, uncover hidden prospect and donor insights, and ensure your team is allocating resources to the highest-value prospects and donors.

Join Windfall's Customer Success Associates Billy Ray Taylor and Izzy Carberry, for an interactive, step-by-step overview of how to prioritize and segment your wealth data like a pro.

This session will explore:

  • How to make data-driven decisions
  • New ideas for segmenting donors and prospects
  • How to use wealth data alongside your CRM
  • How to make your segmentation process more efficient

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


Billy Ray Taylor Email signature option 2-1

Billy Ray Taylor

Customer Success Associate, Windfall

Izzy Carberry Headshot

Izzy Carberry

Customer Success Associate, Windfall

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