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  • Baby Boomers: Rising Assets and Steady Portfolio Allocation

    Baby Boomers: Rising Assets and Steady Portfolio Allocation

    Baby Boomers: Rising Assets and Steady Portfolio Allocation With estimated assets over 24% higher than the average U.S. household, Baby Boomers tend to allocate their wealth slightly more toward...

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  • Data-driven Marketing from Equifax

    Data-driven Marketing from Equifax

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  • Deliver an Omni-Channel Experience with Financial Insights

    Deliver an Omni-Channel Experience with Financial Insights

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  • Meet Henry

    Meet Henry

    If you earn a high income, you’re bound to be rich, right? Well, that’s not always the case. The post Meet Henry appeared first on Equifax Data-driven Marketing.

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  • Segmentation using Financial Cohorts

    Segmentation using Financial Cohorts

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  • Digital Targeting Segments - Poster

    Digital Targeting Segments - Poster

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  • Increase New Client Assets by Targeting the Right Audience Case Study

    Increase New Client Assets by Targeting the Right Audience Case Study

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  • Baby Boomers: Higher Assets Can Fund Their Future

    Baby Boomers: Higher Assets Can Fund Their Future

    The rising stock market has stacked the cards in their favor: even though Boomers hold about 40% of the nation’s credit balance, they control over 46% of U.S. total invested assets. The post Baby...

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  • Baby Boomers: Higher Total Income, Less Spending

    Baby Boomers: Higher Total Income, Less Spending

    With average total income topping $100,000 per household, Baby Boomers are well positioned for the future. The post Baby Boomers: Higher Total Income, Less Spending appeared first on Equifax...

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  • Quantifying the Opportunity for Brokerage and Creating Client Treatment Groups

    Quantifying the Opportunity for Brokerage and Creating Client Treatment Groups

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  • Understanding the Millennial Wallet

    Understanding the Millennial Wallet

    As more Millennials (born 1981-2000) enter the workforce, many are moving to urban areas and seeking higher salaries. Equifax data shows the top 10 metro areas with huge influxes of Millennial...

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  • Firm Drives Omni-Channel Marketing - Case Study

    Firm Drives Omni-Channel Marketing - Case Study

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  • Gen X – High Assets and More

    Gen X – High Assets and More

    If you are looking for households that are likely to have over $200,000 in average estimated assets, may be ready to spend now, or might need loans, then check out Generation X. The post Gen X –...

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  • IRA Rollover Propensity Index

    IRA Rollover Propensity Index

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  • The Gen X Surprise

    The Gen X Surprise

    Guess which generation has the highest estimated discretionary spending AND total income AND credit balance? It’s Generation X. The post The Gen X Surprise appeared first on Equifax Data-driven...

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  • ETF Investment Tendency Measures IXI Services

    ETF Investment Tendency Measures IXI Services

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  • Where Do Henrys Live?

    Where Do Henrys Live?

    This month, we wrap up our series on Henrys (High earners, not rich yet) by learning about where they live. The post Where Do Henrys Live? appeared first on Equifax Data-driven Marketing.

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  • Standout States for Asset Growth

    Standout States for Asset Growth

    Which U.S. states have the wealthiest households? Also, which states are on the rise in terms of household wealth? Let’s find out. The post Standout States for Asset Growth appeared first on...

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  • Meet HENRY – High Earners, Not Rich Yet

    Meet HENRY – High Earners, Not Rich Yet

    If you earn a high income, you’re bound to be rich, right? Well, that’s not always the case. Although they earn annual incomes of more than $100K, they have yet to amass investable assets of $1M....

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  • Digital Marketing Best Practices

    Digital Marketing Best Practices

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