How Willowfinch can help your team
We're looking at possible buyers and partners for the next stage of Willowfinch and the possibilities are exciting.
Most Americans will move more than 11 times in their lifetime. For financial professionals, walking a client through the process of finding a new house is a key role with a big impact on their daily lives and future financial foundation.
They need a house that fits their financial situation and a “home” they enjoy, and they’re not the only ones out there looking! Local markets, tax laws, cost-of-living, and more affect the final outcomes.
But just because it can’t be done with numbers alone doesn’t mean the numbers can’t help. When you pull in the right data, the financial and personal mix to round up the most promising properties and locations that also fit their budget and long-term goals.
The question is what the right data is, where to find it, and just how long it will take to comb through it based on a client’s wish lists, timeline, and account balances.
That’s where Willowfinch can help! With the data and projections from our tools and maps, you'll be able to support your clients with more value in less time and help them make smarter decisions in their home search.
Who is Willowfinch for?
Our process is designed for retirees, empty nesters, new families, snowbirds, remote workers, and anyone else looking at a big move.
Our proprietary tools tap into millions of economic data points around the web to bring everything they need into one simple dashboard while saving you hours of time and probably a few headaches.
Possible Applications:
With data and insights this thorough and up-to-date, the Willowfinch system can give your team a boost in a lot of ways. Whether it's small business, corporate HR, government agencies, NGOs, or more, here are some ways we think it could help you:
- Marketing research and demographic building
- Lead generation
- HR supports and team planning
- Academic program research and development
- Policy development and community outreach
- Potential donor outreach and support
- Partnership program development
How people move, work, travel, retire, and live has changed.
Willowfinch helps you save time, pinpoint the data that matters, and enhance your services in a competitive landscape to support your clients better than ever. If you're interested in adding Willowfinch tools and expertise to your work, we'd love to talk.
Ready-Made Resources
Blog posts, articles, and tools to share.
In the AIG’s Executive Summary for “The Future of Client-Advisor Relationships,” 82% of clients surveyed said they want to revisit their housing situation with their financial advisors.
We've gathered a few of our favorite resources to make it easier than ever to get the conversation started!
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