Brokerage Marketers
Solutions from Equifax to track market performance, grow assets under management, and send the right message to the right household.
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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
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Upward Mobility Income Range Digital Targeting Segments
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The Data-Centric Org 2018 - DMA-IAB-Winterberry Group
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Digital Capabilities Overview
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Identifying Cross-Sell Candidates - Brokerage to Deposit
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Cost per Profitable Acquisition is the Metric to Measure
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Firm Drives Omni-Channel Marketing - Case Study
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WealthGauge for Financial Advisors
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The State of Data 2017 - DMA-IAB-Winterberry Group
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The Foundation of IXI Data
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Finding Value in Low Potential Brokerage Customers
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Digital Marketing Best Practices
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Quantifying the Opportunity for Brokerage and Creating Client Treatment Groups
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Reaching the Right Audience Online with Wealth-Based Targeting
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Read ArticleFinancial Cohorts - Cluster Details
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Read ArticleSocial Networking Behaviors for Affluent Households
Affluent Online Influencers How do Affluent households share their opinions online? Their social networking behaviors can lend some insight on how you can better engage with them. The post...
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Read ArticleOmni-Channel Advertising: Channels for Financial Services
TV Advertising: Still the Most Popular When it comes to digital advertising, what is the right mix of channels to best reach target customers and prospects? For many consumers, the answer is...
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Deliver an Omni-Channel Experience with Financial Insights
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Read ArticleDigital Targeting Segments from Equifax
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