How a family office firm unlocked UHNW leads with Level + Windfall
The Ambition
An independently owned and operated family office firm sought to elevate their marketing efforts by enhancing their targeting of an exclusive segment: ultra-high-net-worth (UHNW) individuals. The goal was to refine their lead generation strategy, ensuring that every marketing dollar was spent reaching the right audience—those with the financial strength to benefit most from their services.
By partnering with both Level & Windfall, the client aimed to connect with ultra affluent prospects more effectively, capturing the attention of those who could truly benefit from their depth and breadth of expertise.
The Approach
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Precision in Lead Targeting
Windfall’s data capabilities allowed Level to to zero in on leads with a remarkable level of affluence in its digital advertising campaigns. By integrating Windfall, Level ensured that the client’s messaging resonated with individuals whose average net worth far exceeded previous benchmarks. -
Enhancing Lead Profiles
Windfall audiences didn’t just support the generation of new contacts in the audience pool; it brought the right ones. The tool provided detailed profiles that illuminated the financial landscapes of leads, highlighting opportunities for the client to tailor their services to match the needs of those with significant net worth and diverse property holdings. -
Optimizing Campaign Strategies
Level used insights from Windfall to refine the campaign strategies. By focusing on households with higher net worth, Level ensured that the client’s marketing efforts were not just reaching the intended audience but also deeply effective, driving better-quality leads to their door.
The Results
New Contacts Attributed to Windfall
Since campaign launch, Windfall has played a crucial role in contributing to 37 high-quality leads, matched back to Windfall audiences, with each lead boasting a median net worth 400% higher than those not matched back to the Windfall audience.
Sustained Quality in Lead Generation
Week over week, the trend was clear: Windfall leads represented wealthier households, reinforcing the effectiveness of the client’s refined targeting approach.
Opportunities for Further Optimization
While Windfall has delivered substantial results, there is always another level to unlock. By capturing additional data points, such as LinkedIn URLs, the client will be able to enhance Windfall’s matching accuracy and unlock even more potential.
