WIN is a cost- and time-effective way to attract, engage and retain elusive demographics.
To achieve your business goals, we create custom content and programs that deliver value to end-users.
We are an effective engagement and data sourcing partner, providing you valuable customer and participant intelligence, key metrics data, and educated, actionable clients and employees.
Achieve Your Women and NextGen Practice Goals
Cost- and Time-effectively with WIN
Exceptional engagement is the key to retaining and attracting
Women and NextGen clients
Partnering with WIN benefits you, your clients and your employees.
WIN differentiates and enhances your value with the only customization fully integrated financial life engagement platform for women.
WIN elevates your role as trusted advisor with engaging, data-driven personalized content, user-centered decision and educational tools, and on-demand accessibility and product delivery.
WIN solutions are customized to achieve your business objectives
Utilize the complete plug-and-play platform or integrate individual components and curated content into your existing website, financial planning or investment management platform
Learn more about the benefits of partnering with WIN
Women Investing Now LLC
1825 Madison Avenue
New York, New York 10035
Stacy Marcus, CEO