Brokerage Marketers
Solutions from Equifax to track market performance, grow assets under management, and send the right message to the right household.
-
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.
-
Read PDF
Digital Targeting Segments - Online Interest
Digital Targeting Segments - Minimize wasted ad spend by utilizing targeting segments by interest.
-
16:08Watch VideoPodcast: 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
-
23:53Watch VideoPodcast: 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
-
51:03Watch VideoHow 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
-
Read ArticleMarketing Measurement: Leader or Laggard?
Marketing Measurement: Leader or Laggard? Campaigns, Optimization, Data-Driven Insights.
-
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...
-
Read ArticlePodcast: "Still a Lot of Problems in Data Wrangling"
Podcast: "Still a Lot of Problems in Data Wrangling in Financial Services"
-
Read ArticleInnovative CMOs get Top-dollar ROI
Innovative CMOs get top-dollar ROI with campaign optimization and data.
-
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.
-
Read ArticleFive Tips to Advance your Digital Credit Marketing
-
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...
-
Read PDF
Optimizing Digital Marketing Spend in Financial Services
A Multi-touch Attribution Study on the Role of Facebook, Display and Search Marketing in Financial Services
-
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.
-
Read ArticleOptimize Marketing Spend! ROI Calculator
Find out how much you can optimize your marketing spend with our ROI Calculator!
-
Read PDF
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.
-
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.
-
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...
-
Read PDF
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.
-
Read PDF
Upward Mobility Income Range Digital Targeting Segments
Upward Mobility Income Range Digital Targeting Segments for Credit Cards.
-
Loading More...
