Solutions from Equifax to track market performance, grow assets under management, and send the right message to the right household.
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Brokerage Marketing & Customer Acquisition Checklist
Partnering with Equifax, brokerage sales and marketing teams can think more strategically about how to grow customer relationships, capture more assets, and generate new revenue streams.
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Read Article6 Ways Financial Insights Fuel Marketing
Financial firms are focusing on risk mitigation during the pandemic, but that doesn’t mean financial marketers should simply wait it […] The post 6 Ways Financial Insights Fuel Marketing appeared...
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Pay-for-Performance Marketing Programs with Kessler Group
Accelerate growth and spread account acquisition costs over time to better align revenues with expenses with marketing consulting from The Kessler Group.
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Read ArticleWealth by Lifestage - Wealth Trends 2019
Equifax study Wealth Trends 2019 has shed light on how the different lifestages of US consumers affect investing.
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Read ArticleCurrent US Wealth Landscape - Wealth Trends 2019
Equifax study Wealth Trends 2019 has shed light on the growth in wealth and assets of US consumers since the recession and how they are invested.
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Read PDFWealth Trends Report - 2019
Wealth Trends annual “wealth census” report produced by Equifax using proprietary wealth data from the IXI Network. Report features national metrics on U.S. consumer investible assets.
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Digital Targeting Segments - Online Interest
Digital Targeting Segments - Minimize wasted ad spend by utilizing targeting segments by interest.
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Read Article5 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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Read ArticlePodcast: "Still a Lot of Problems in Data Wrangling"
Podcast: "Still a Lot of Problems in Data Wrangling in Financial Services"
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Read ArticleInnovative CMOs get Top-dollar ROI
Innovative CMOs get top-dollar ROI with campaign optimization and data.
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Read ArticleData 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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Read ArticleFive Tips to Advance your Digital Credit Marketing
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Read ArticleNew 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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1:28Watch VideoWealthComplete 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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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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Read ArticleHigh 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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Read ArticleConnect 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. 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 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 - Leveraging Data Across Marketing, Media and Commerce Functions.
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