Portfolio Allocation by Generation
As Americans age and (hopefully) amass increased levels of wealth over time, their investment strategies ev...
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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...
Data-driven Marketing from Equifax
Leveraging Financial Cohorts Online to Power Deposit Growth
Firm Drives Omni-Channel Marketing - Case Study
Growing Revenue by Aligning Customers With the Right Service Level Case Study
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...
A Financial Marketers Guide to Mass Affluent Millennials
Best Practices in Segmentation
Baby Boomers – Which Cities Attract Boomers?
Baby Boomers: Which Cities Attract Boomers? There are some areas where the concentration of Boomer households exceeds 58% of the population – significantly higher than the national average. If...
Segmentation using Financial Cohorts
South Carolina Federal Credit Union Enhances Targeted Marketing
Digital Targeting Segments - Poster
Baby Boomers – Where are They?
Standout Markets for Baby Boomer Assets If you are looking to market to Boomers – and capture their approximately $320,000 in average assets per household – then check out these cities. The post...
Digital Marketing Best Practices
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....
Increase New Client Assets by Targeting the Right Audience Case Study
Credit Union Marketer’s Checklist
Check out the Credit Union Marketer’s Checklist infographic to learn how Equifax can help you gain knowledge about your members, enhance your marketing, and cross some items off your list. The...
Bank Marketer’s Checklist
The post Bank Marketer’s Checklist appeared first on Equifax Data-driven Marketing.
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...
Reach High-Asset Golf Fans