Brokerage Marketers

Solutions from Equifax to track market performance, grow assets under management, and send the right message to the right household.

  • Digital Targeting Segments - Online Interest

    Digital Targeting Segments - Online Interest

    Digital Targeting Segments - Minimize wasted ad spend by utilizing targeting segments by interest.

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  • Podcast: Equifax Insights - Holistic Marketing Measurement Webinar16:08

    Podcast: Equifax Insights - Holistic Marketing Measurement Webinar

    Hear Jeffrey Sporn, Chief Digital Officer of Equifax Data-driven Marketing, share his opinions from the Forrester Research Holistic Marketing Measurement study results. For more info, visit https://da

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  • Podcast: Forrester Analyst - Holistic Marketing Measurement Drives Business Success23:53

    Podcast: Forrester Analyst - Holistic Marketing Measurement Drives Business Success

    Listen to this 2019 webinar from an Equifax commissioned Forrester Research study on how holistic marketing measurement drives business results. For more info visit https://datadrivenmarketing.equifa

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  • How Holistic Marketing Measurement Drives Business Success: On-demand Webinar51:03

    How Holistic Marketing Measurement Drives Business Success: On-demand Webinar

    Marketers need to shift their measurement strategy from simply reviewing post-campaigns to actively analyzing results to guide the future. Watch the Forrester study results on what makes a marketing

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  • Marketing Measurement: Leader or Laggard?

    Marketing Measurement: Leader or Laggard?

    Marketing Measurement: Leader or Laggard? Campaigns, Optimization, Data-Driven Insights.

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  • 5 Do’s and Don’ts for your Marketing Measurement Program

    5 Do’s and Don’ts for your Marketing Measurement Program

    Customer behaviors have become more complex as the number of devices and touchpoints they use expands. Consequently, marketers must be […] The post 5 Do’s and Don’ts for your Marketing Measurement...

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  • Podcast: "Still a Lot of Problems in Data Wrangling"

    Podcast: "Still a Lot of Problems in Data Wrangling"

    Podcast: "Still a Lot of Problems in Data Wrangling in Financial Services"

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  • Innovative CMOs get Top-dollar ROI

    Innovative CMOs get Top-dollar ROI

    Innovative CMOs get top-dollar ROI with campaign optimization and data.

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  • Data Integrity: A Marketer’s Opportunity Today

    Data Integrity: A Marketer’s Opportunity Today

    Data Integrity: A Marketer’s Opportunity Today - Confidence in the integrity of your data, data management and activations.

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  • Five Tips to Advance your Digital Credit Marketing

    Five Tips to Advance your Digital Credit Marketing

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  • New App: Insight into Potential Assets Under Management

    New App: Insight into Potential Assets Under Management

    Instant access to wealth and investment insights a game-changer — for wealth management leaders and financial advisors Your financial advisors […] The post New App: Insight into Potential Assets...

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  • Optimizing Digital Marketing Spend in Financial Services

    Optimizing Digital Marketing Spend in Financial Services

    A Multi-touch Attribution Study on the Role of Facebook, Display and Search Marketing in Financial Services

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  • WealthComplete HD - Financial Insights to Better Assess Customer Opportunity from Day One1:28

    WealthComplete HD - Financial Insights to Better Assess Customer Opportunity from Day One

    WealthComplete HD enables financial services firms to better understand customer financial potential from Day One, and better pinpoint high-potential prospects with the right message.

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  • Optimize Marketing Spend! ROI Calculator

    Optimize Marketing Spend! ROI Calculator

    Find out how much you can optimize your marketing spend with our ROI Calculator!

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  • Firm Drives Omni-Channel Marketing - Case Study

    Firm Drives Omni-Channel Marketing - Case Study

    Equifax provides data-driven marketing solutions, helping firms reap unexpected benefits like leveraging data to build awareness and drive new business.

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  • High Asset Gen Xers:  Spread Across the Nation

    High Asset Gen Xers: Spread Across the Nation

    Marketing to Gen X households? Find out where to find those likely to have high median assets. The post High Asset Gen Xers: Spread Across the Nation appeared first on Equifax Data-driven Marketing.

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  • Connect with Current and Future Millennial Investors via Digital Channels

    Connect with Current and Future Millennial Investors via Digital Channels

    Financial marketers: Which Millennial segments are likely to benefit from your financial products and services and how can you reach them? The post Connect with Current and Future Millennial...

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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

    Increase New Client Assets by Targeting the Right Audience. Firm enhances customer acquisition to increase Average Opening Balance Case Study.

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  • Upward Mobility Income Range Digital Targeting Segments

    Upward Mobility Income Range Digital Targeting Segments

    Upward Mobility Income Range Digital Targeting Segments for Credit Cards.

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  • The Data-Centric Org 2018 - DMA-IAB-Winterberry Group

    The Data-Centric Org 2018 - DMA-IAB-Winterberry Group

    The Data-Centric Org 2018 - DMA-IAB-Winterberry Group - Leveraging Data Across Marketing, Media and Commerce Functions.

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