Apra Partner Webinar: Prioritize and Segment Wealth Data Like a Pro

Recorded On: 12/11/2024

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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 us for an interactive, step-by-step overview of how to prioritize and segment your wealth data like a pro.*

In this webinar we 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

*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification. 

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Apra Partner Webinar: Prioritize and Segment Wealth Data Like a Pro
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Select the "View On-Demand Recording" button to begin.  |  60 minutes 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 us for an interactive, step-by-step overview of how to prioritize and segment your wealth data like a pro.* In this webinar we 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 *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
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Lauren Taylor

Customer Success Manager

Windfall

Lauren Taylor serves as a customer success manager at Windfall, where she leverages her expertise in partner success and client strategy. With over two years at Windfall, Taylor has played key roles in customer and partner management.

  Prior to Windfall, she held senior positions at FreeWill and Fred Hutch, specializing in planned giving and outreach. Taylor holds a degree in Spanish and communication studies from Central College, enriching her diverse experience in customer success and nonprofit partnerships.

Dan Hoff

Senior Product Manager

Windfall

Dan Hoff is a skilled senior product manager at Windfall, where he leads the development of innovative wealth intelligence solutions. With a focus on driving product initiatives, Hoff works closely with cross-functional teams to enhance customer experience and operational efficiency.

  His background in biomedical engineering and product management enables him to create solutions that address customer needs while optimizing business operations. Hoff holds a bachelor's degree in biomedical engineering from Brown University.