Use Cases
Just a few of the possibilities
Steven Kim – 56 years old
$5‐10 mm net worth
Owns 4 properties
$5‐10 mm net worth
Owns 4 properties
Just a few of the possibilities
Target event attendees for specialized engagements using insights gained at registration.
Understand your audience from the moment they register on your site.
Gain insights on your guests for upsell and cross-sell opportunities generated at check-in.
Identify upsell opportunities for your ancillary products driven by wealth insights.
Learn more about customers during initial engagement to help personalize the sales process.
Effectively manage real estate appointments and financial scale using wealth data.
Learn more about customers as they engage or at the point of sale.
Understand more about customers to help surface products relevant to their needs or price range.