Most financial services firms know the struggle: your website gets great traffic, but only a small fraction of visitors actually fill out a form. That means most of your potential clients—sometimes over 95% of them—stay completely anonymous.
For Evergreen Wealth, an AI-powered wealth advisory serving high-net-worth households, that problem wasn’t just inconvenient; it was limiting their growth. Their marketing team knew qualified prospects were visiting their site, but without the right data, they couldn’t tell who was worth following up with or how to engage them effectively.
So they turned to LeadPost—and specifically, the Data Enrichment API—to close that gap.
Here’s how they’re now identifying high-value prospects earlier, qualifying them faster, and personalizing outreach at scale.
The Challenge: Seeing Beyond Anonymous Traffic
Evergreen Wealth’s website attracted steady traffic from potential clients researching investment strategies, retirement planning, and tax optimization. But more than 95% of those visitors left without submitting a form.
That meant the firm’s marketing and advisory teams were essentially blind to who was on the site and whether they fit the firm’s target profile—individuals with $250,000 or more in investable assets.
The lack of visibility created a ripple effect:
- The marketing team couldn’t effectively qualify leads.
- Advisors spent time chasing low-value prospects.
- Personalization was limited to guesswork.
In other words, Evergreen was sitting on a gold mine of data but couldn’t see it.
They needed a way to turn anonymous traffic into actionable insight, allowing them to focus their time and messaging on the right people.
The Solution: LeadPost’s Data Enrichment API
After evaluating several visitor identification tools, Evergreen Wealth chose LeadPost for one reason: depth of contact data.
Many visitor identification tools focus mainly on B2B data, but Evergreen Wealth needed contact-level data, not company firmographics. And unlike platforms that stop at basic contact information, LeadPost’s Data Enrichment API transforms each identified visitor into a rich, detailed profile that includes:
- Demographic information: age range, gender, income level, net worth indicators
- Property and lifestyle data: homeownership status, estimated property value
- Behavioral insights: time on site, pages viewed, referral sources, and engagement depth
For Evergreen Wealth, this level of insight was a game-changer.
Instead of seeing “anonymous visitor from Nashville,” they could now see:
Sarah, 42 — Married homeowner, estimated $500K–$999K in investable assets, viewed three pages on retirement planning and tax efficiency strategies.
With this data, Evergreen could quickly determine whether Sarah was a fit for their advisory services and tailor outreach to her specific needs.
Implementation: Automation That Works Around the Clock
The beauty of LeadPost’s Data Enrichment API is that it doesn’t just provide better data—it makes it actionable.
Here’s how Evergreen implemented it:
- Identification: When someone visits the Evergreen Wealth site, LeadPost identifies that visitor and collects basic contact data.
- Enrichment: That data is automatically passed through the Data Enrichment API, which appends demographic and financial insights in real time.
- Scoring: Evergreen’s proprietary “temperature score” model combines the enrichment data with behavioral signals like time on site and engagement depth to prioritize leads.
- Automation: High-scoring leads are routed to advisors for direct follow-up, while others enter nurture sequences personalized by financial stage, goals, and browsing behavior.
The result? A hands-free system that continuously identifies, qualifies, and routes leads—all powered by data.
Results: From Reactive to Proactive Growth
LeadPost’s enrichment capabilities didn’t just help Evergreen Wealth fill their pipeline—it helped them focus on the right part of it.
Since implementation, Evergreen has:
- Identified 15–20% of previously anonymous visitors who now receive personalized outreach.
- Increased lead quality, using enrichment data to ensure every contact meets their high-net-worth threshold.
- Improved engagement, with messaging that aligns to each prospect’s financial goals and life stage.
- Reduced manual work, as automation replaced time-consuming lead research.
Their marketing and sales teams now operate with full context—meaning advisors can start conversations already knowing a prospect’s likely financial position, goals, and interests.
As one team member put it:
“LeadPost’s enrichment data gave us context we never had before. We’re no longer guessing who’s on the site. We can prioritize intelligently and communicate with confidence.”
Why Data Enrichment Matters for Financial Services
In industries like wealth management, data enrichment is more than a marketing upgrade—it’s a compliance and efficiency advantage.
Advisors must ensure they’re engaging with the right clients, offering the right products, and maintaining proper documentation from the first interaction. LeadPost’s structured enrichment data helps Evergreen meet these standards while still scaling efficiently.
It also supports better segmentation, more relevant content, and higher-performing campaigns—because every message is backed by real insight, not assumptions.
Looking Ahead: Building on a Data-Driven Foundation
For Evergreen Wealth, LeadPost’s Data Enrichment API is more than a tactical win; it’s a strategic foundation.
They plan to expand how they use enrichment data across the organization by:
- Refining predictive lead scoring to better anticipate conversion likelihood
- Informing market expansion through demographic and wealth mapping
- Powering AI-assisted advisor tools that deliver instant, data-backed client insights
In short, Evergreen is building a data-driven client acquisition engine—one that identifies the right people, engages them with precision, and scales intelligently.
The Takeaway
LeadPost’s Data Enrichment API gave Evergreen Wealth what every financial services firm needs: visibility, precision, and control.
By enriching visitor data with financial and demographic context, Evergreen can focus on high-value prospects, personalize their outreach, and grow more efficiently.
If your business is still relying on form fills to understand who’s visiting your site, you’re only seeing a fraction of your potential. LeadPost helps you see—and act on—the rest.
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