Engaging HNW Individuals with Data-Driven Workflows

Is your customer affluent? Do you know how affluent? How big is that market? How do you break through the noise? Ideally, you would be able snap your fingers and identify, understand, and engage the right affluent households.

Unfortunately, it’s not that easy. Over the past year, we have seen dramatic changes in the distribution of wealth in the United States and the situation is constantly evolving, particularly in the affluent households. Without the right data and insights strategy in place, luxury brands, financial institutions, and hospitality brands face substantial challenges in:

  • Understanding consumer purchasing trends
  • Evaluate Total Addressable Markets (TAM)
  • Efficiently acquiring net new customers

Join Windfall Co-Founder, Dan Stevens, for a deep dive into how leading brands are building wealth intelligence into their workflows to accelerate growth.

Dan will cover:

  • The challenges for brands in today’s environment
  • Opportunities to leverage machine learning and AI
  • Best Practices for implementing data-driven marketing
Watch On-Demand
Dan Stevens - VP, Business Development
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