Wealth Engine

Webinar Replay 

How to Track Down High Potential Clients in a Mountain of Data

Re-watch Infutor's VP of Marketing and WealthEngine share how to connect the dots to discover high potential clients and prospects. Additionally, how to spot clients motivations and behaviors to personalize your campaigns. With the recent landscape shift, it’s imperative for organizations to not only protect and enhance datasets, first-party data and consumer privacy, but work with third-party assets who do the same to thrive in these changing times.

You'll learn: 

  • Best practices for preventing data breakage, decay and future threats
  • How to find the hidden predictors that discovers your next best prospect and influence client behavior 
  • How to turn unknown identities into known customers and donors with personalized inbound engagement in real-time