Everything the brokerage knew about its ultra-high-net-worth clients, who they were, what they wanted, and what they would actually buy, lived scattered across individual brokers' email and text threads.
There was no automated way to capture or centralize it, so marketing and outreach ran on gut feel and memory. When a high-value property came up, no one could systematically say which clients would want it; they guessed.
OutcomeCatalyst built automated ingestion for the brokerage that continuously pulls every broker's emails and texts into one centralized client-intelligence brain, capturing each client's interests, history, and buying signals. With that shared store in place, the firm can match a specific property to the exact buyers most likely to want it rather than relying on individual memory.
Targeting went from guesswork to precision and sales rose about 7%, on a book of tens of millions in transactions, a large absolute revenue gain from a single data-driven change.
The firm can match a specific property to the exact buyers most likely to want it, instead of marketing on instinct.
Broker emails and texts are continuously captured into a single centralized store of client interests, history, and buying signals.
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