Webinars

Identify and Engage HNW Prospects: Strategies to Grow Your AUM

Discover how to identify and engage high-impact prospects with confidence in the live webinar happening on December 10 at 10 AM ET

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Identify and Engage HNW Prospects: Strategies to Grow Your AUM

Webinars

Business Development Client Acquisition HNW Individuals wealth management

High-net-worth (HNW) individuals represent some of the most valuable and elusive prospects for wealth managers. Identifying them is the first step toward expanding your client base. And the second is engaging them effectively. Both steps require more than just basic contact data and net worth insight. They demand personalized solutions and a strategic approach to build trust with prospects from the very first interaction.

In this session, discover how leading wealth managers are using advanced data solutions to identify high-impact prospects and convert them into long-term clients. Learn what defines today’s HNW investors, the challenges of engaging them effectively, and how to overcome these barriers with smarter data strategies.

Live Webinar and Q&A on December 10 at 10 AM ET

You’ll learn how to:

Identify and qualify HNW prospects using verified wealth intelligence
Build more meaningful connections with your ideal clients
Overcome common engagement challenges with actionable data insights
Integrate data-driven strategies directly into your existing workflow
Apply proven tactics from real-world success stories

Join us for this interactive session and live Q&A to uncover how data can help you expand your client base and grow your AUM.

Our Speakers

Eden Willis, Global Head of Financial Services, Altrata

Eden Willis is Vice President and Global Head of Financial Services at Altrata, where she leads strategic data-partnership initiatives and intelligence solutions across wealth management, banking, and asset-management teams. With a deep background in uncovering high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments, Eden is passionate about helping wealth managers transform raw data into actionable engagement strategies that generate meaningful connections and deliver growth.

Rob Le Piane, Chief Product Officer, Altrata

Rob joined Altrata as the Chief Product Officer in October 2024. Rob has held leadership roles in Product, Customer Experience, Technology and Operations across several different industries. Prior to joining Altrata, Rob led the Product and Customer Experience teams at KWI, a complete retail technology platform. Prior to KWI, Rob held leadership positions at Synchronoss Technologies, where he focused on strategic technology partnerships, and at Intralinks, a global leader in secure content collaboration.