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

  • WealthComplete Household Direct (HD)

    WealthComplete Household Direct (HD)

    WealthComplete® HD finds hidden potential in customers, and identifies high-asset prospects to grow share of customer wallet and enhance acquisition efforts.

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  • Compliance-friendly 3rd-party wealth solution provides 75% accuracy

    Compliance-friendly 3rd-party wealth solution provides 75% accuracy

    WealthComplete HD provides household-level total deposit and total asset estimates without the use of protected-class demographics and offers enhanced precision in predicting total assets.

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  • Firms want to reduce CPA of online ad campaigns and target qualified audiences

    Firms want to reduce CPA of online ad campaigns and target qualified audiences

    Surpassing online cost per acquisition (CPA) goals with financial and economic-based audience targeting

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  • Enhance Prescreen and Keep Lending

    Enhance Prescreen and Keep Lending

    This year has forced financial firms to reevaluate and alter their lending programs. Many lenders have had to work quickly […] The post Enhance Prescreen and Keep Lending appeared first on Equifax...

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  • Digital Credit Marketing: 97% Email Deliverability… Really

    Digital Credit Marketing: 97% Email Deliverability… Really

    Why Digital Credit Marketers Should Embrace Email Consumers are relying more on digital channels during the pandemic, whether it’s work, […] The post Digital Credit Marketing: 97% Email...

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  • Brokerage Marketing and Customer Acquisition Checklist

    Brokerage Marketing and Customer Acquisition Checklist

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  • Data-driven Marketing Solutions for Brokerage Firms

    Data-driven Marketing Solutions for Brokerage Firms

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  • Four Tips to Grow Banking Revenue at Brokerage Firms

    Four Tips to Grow Banking Revenue at Brokerage Firms

    Brokerage firms seeking to grow and generate new revenue streams can look towards differentiated financial data to help promote banking and lending products to high-potential audiences.

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  • Extend your targeting online with financial and economic insights

    Extend your targeting online with financial and economic insights

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  • 3 Actions to Take Now to Improve Your Account Management

    3 Actions to Take Now to Improve Your Account Management

    During the new realities of the current economic crisis, financial marketers are wondering how to mitigate delinquencies and defaults in […] The post 3 Actions to Take Now to Improve Your Account...

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  • 6 Ways Financial Insights Fuel Marketing

    6 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

    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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  • Wealth by Lifestage - Wealth Trends 2019

    Wealth 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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  • Current US Wealth Landscape - Wealth Trends 2019

    Current 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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  • Wealth Trends Report - 2019

    Wealth 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 - Online Interest

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

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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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