Brokerage Marketers

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

  • 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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  • 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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  • 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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  • 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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  • Digital Capabilities Overview

    Digital Capabilities Overview

    Digital solutions for audience targeting, creating omni-channel campaigns, and measuring results.

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  • Identifying Cross-Sell Candidates - Brokerage to Deposit

    Identifying Cross-Sell Candidates - Brokerage to Deposit

    Identifying Cross-Sell Candidates - Brokerage to Deposit Products.

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