Learn how to craft personalized, data-driven approaches that resonate with high-value clients and drive measurable outcomes.

In recent years, the majority of corporate marketing budgets have been allocated to online platforms that provide various targeting options for different segments. This approach can be effective if you are selling relatively low-cost products. But what if your product’s price starts at eight figures or more?

Many companies continue to share their information across every available channel in the hope of attracting a rare “golden” customer amid a sea of uninterested prospects. At the same time, outdated warnings often resurface: “If you’re not on social media, your business is doomed,” or “Without increasing followers, you won’t see growth.” These statements are more fear-mongering than facts.

Of course, nothing stops you from posting stunning photos of $100 million mansions, yachts, or private jets. Beautiful visuals can provoke a variety of reactions—from admiration and aspirational envy to negative comments. And while successful deals occasionally occur, their likelihood remains extremely low. It’s hard to imagine someone scrolling through Instagram, Facebook, or LinkedIn, suddenly stumbling across your post, and immediately deciding to buy a mansion for hundreds of millions of dollars or a private jet for tens of millions. Mathematically, it’s possible, but practically—highly improbable.

At UHNWI data, we don’t rely on chance. Instead, we conduct thorough audience research and develop personalized engagement strategies. Our approach goes beyond standard targeting by interests or demographic data. We create in-depth profiles based on detailed analysis of information obtained directly from UHNWIs. While this process is labor-intensive, it’s precisely what enables us to achieve outstanding results. We leverage artificial intelligence tools to structure and extract data more quickly. However, this is more about optimization than the methodology itself. We’ll discuss the profiling metrics and methodology in greater detail in our next article.

What should your first steps be if you want to sell something priced at eight figures or more? What resources and strategies do you rely on? You likely have a carefully curated contact list—your personal “golden notebook.” But how extensive is it, and how often have you approached those contacts? Sticking solely to traditional methods, such as participating in industry events, producing luxury catalogs, and hosting VIP gatherings, might yield results, but do they justify the expense?

We don’t question your success: if your business is thriving, your strategies must be working. But the question remains—can you achieve the same results with lower costs? We believe you can. At UHNWI data, we focus on comprehensive analysis and direct communication, enabling you to achieve significant success while minimizing expenses.

Let’s take a closer look.

The number of wealthy individuals in the world is finite. While new affluent people continue to emerge, others inevitably depart. The average age of billionaires is between 63 and 65 years, which means that over time, many leave the scene due to natural causes. Thus, even as some enter the ranks, others exit, resulting in a population that can be quantified: thousands of billionaires and tens of thousands of centimillionaires. Altogether, this amounts to no more than 30,000 individuals.

This limited pool of potential clients makes it feasible to build a comprehensive database containing detailed profiles for each one. Such profiles can include purchasing preferences, psychological and ideological characteristics, social connections, and much more. By analyzing this data, you can develop behavioral and decision-making models, test hypotheses, and fine-tune engagement algorithms.

With such a database, you’ll have all the tools you need for successful sales. Moreover, integrating these insights into your current strategies will help optimize your expenses. Over time, you’ll find that many of your previous costs become unnecessary.

A key advantage is the personalized approach to each client. If your database includes 95% of your entire target audience, those who can afford your product, then the math starts working in your favor. A well-tuned algorithm combined with a sufficient number of iterations makes successful sales practically inevitable. Yes, trust and established relationships remain crucial, but long-term engagement with this audience will help you build the necessary credibility.

Personalization, based on deep profiling and supported by artificial intelligence, ensures effective and relevant communication. We’ve already debunked the myth that wealthy individuals don’t read emails, so the focus here should be on something else: precise targeting and a tailored approach. In this segment, chance does not play a decisive role. Precise targeting isn’t just a reliable tool—it’s a proven method to achieve tangible financial results. This allows you to not only manage your budget more effectively but also gain a clear understanding of which marketing activities are truly driving your success.

How to gain access to such a tool?

There are several ways to take advantage of the benefits that come from having this kind of powerful marketing resource:

1. Building your own data analysis team.

You can either reallocate existing staff or expand your team to focus on data collection and analysis. This approach requires significant resources and time but provides the highest level of reliability over the long term. Regardless of changes in market conditions or the economy, having direct access to this data and these clients ensures stable sales. This method is particularly viable if you have the financial capacity to maintain a professional research team and no pressing need for immediate results.

2. Outsourcing to a specialized company.

Delegating these tasks to experts, like the UHNWI data team—saves both time and money. Instead of starting from scratch, you gain immediate access to years of experience, accumulated knowledge, and a robust database. Our database already includes over 80% of all billionaires and approximately 6% of the world’s centimillionaires, offering an excellent starting point. As a consulting company, we not only develop personalized profiles and strategies, but also create effective mechanisms to adapt your content, helping

you establish a tailored approach. The data becomes a permanent asset, integrated into your CRM system, forming a solid foundation for long-term success.

3. Leasing capabilities without direct data access.

A more cost-effective option is to leverage our resources without direct access to the data. In other words, we’ll adapt your marketing message and deliver it to a targeted audience of UHNWIs from our database. This approach allows you to harness our expertise without the need to set up your own infrastructure.

Each of these options offers unique advantages and can be tailored to suit your current needs and strategic goals.

A more cost-effective option is to leverage our resources without direct access to the data. In other words, we’ll adapt your marketing message and deliver it to a targeted audience of UHNWIs from our database. This approach allows you to harness our expertise without the need to set up your own infrastructure.

Each of these options offers unique advantages and can be tailored to suit your current needs and strategic goals.

A Practical Case Study

In the interest of confidentiality, we won’t disclose the names of companies or participants, but this story involves a major organization with a multi-million-dollar marketing budget. The company had an in-house sales and marketing team, along with external contractors actively spending the allocated funds. Our services, costing €180,000 per year, represented the third approach mentioned earlier. The source of this information is a company employee overseeing our business relationship.

At the end of the year, during a department head meeting in an opulent conference room, the head of marketing presented the year’s results based on total expenditures. As proof of the effectiveness of all the funds spent, he showcased the sales outcomes. It turned out that one of the most significant deals came from a client our company secured through personalized engagement and direct email marketing.

It’s hard to determine exactly how much of the information generated by the multi-million-dollar marketing budget influenced the client’s decision. However, the fact remains: our activities, content, and personalized approach led to a response from the client and, ultimately, a multi-million-dollar deal.

Then came a pivotal moment. The marketing head, who had previously opposed our methodology and collaboration, was prepared to accept compliments and recognition from senior leadership. But one of the managers, frustrated by the perceived unfairness, spoke up—not loudly, but clearly enough to be heard: “It didn’t have to cost this much!” This individual had been our supporter within the company and fully understood the value of our approach. His comment caught the attention of the company’s financial director, who asked for a detailed explanation.

It soon became clear: the €180,000 spent on our services had been instrumental in closing the deal. Other expenses—such as photo shoots, video production, and website design—had played a secondary role and did not have the same impact.

As for the product, it was a new, ultra-luxurious item from a company with a long-standing reputation and a well-known brand. Expectations were high that sales would take off immediately after launch. But neither the first, second, nor third month delivered the desired results. The marketing team’s efforts yielded no tangible outcomes, leaving the leadership looking for an alternative approach.

At that critical juncture, we were given an opportunity. While our method of direct email marketing to UHNWIs is often underestimated, there was an employee within the company who understood its potential. Although he lacked the influence to immediately champion our solution, the urgency of the situation led to our methodology being approved.

Over the course of 11 months, we consistently sent tailored content, tested different strategies, and refined the presentation of the product. Eventually, a carefully selected approach worked, and the year ended with a major sale.

This story isn’t about showcasing our achievements; it’s about demonstrating that sometimes a straightforward, clear solution can outperform complex and costly approaches.

In conclusion

This case is far from unique in our practice. Over the years, we’ve found that our mathematically-driven model, which takes into account the size and structure of our database, provides a baseline probability of at least one significant sale (worth eight figures or more) per year for each client. Sometimes the results exceed this, but we consider this benchmark a reliable indicator. Of course, this doesn’t apply to rare and exotic projects or items with substantially inflated prices. For example, products like a luxury mansion on an uninhabited island in the Indian Ocean, a custom-painted airplane with a leopard pattern, or a unique painting by a renowned artist that has never appeared in public catalogs and is considered a “family heirloom” fall outside the standard calculations. Such cases require entirely different approaches.

Now let’s look at the numbers. Suppose you sell a product worth $35 million once a year. Even with a net profit of 1% after taxes, you’ve already covered the cost of our service and gained an additional $170,000. Some might dismiss this as a small sum. However, it’s crucial to consider the long-term benefits of regular engagement with your target audience. Thanks to our strategy, your clients regularly see your brand in their inboxes—building recognition among billionaires and centimillionaires. Over the years, we’ve seen how this consistent presence fosters solid business connections, and in some cases, even friendships.

The key advantage lies in the personalized approach. We don’t send out generic messages. Instead, we tailor content to the individual interests and preferences of each recipient, creating meaningful, engaging, and valuable communications. This isn’t just another email—it’s information that resonates, informs, and inspires. Such a strategy captures attention, builds trust, and fosters long-term relationships.

Ultimately, you can keep using your current methods without making any changes. But if you’re willing to take a thoughtful approach and understand the specifics of how we work, you have nothing to lose. On the contrary, you’ll likely realize that many of your existing expenses don’t yield the expected returns. By streamlining costs through our strategy, you not only save money but also significantly improve the overall efficiency of your marketing efforts. As the saying goes, a penny saved is a penny earned.

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