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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Optimizing Digital Marketing Spend in Financial Services
A Multi-touch Attribution Study on the Role of Facebook, Display and Search Marketing in Financial Services
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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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Read ArticleOptimize Marketing Spend! ROI Calculator
Find out how much you can optimize your marketing spend with our ROI Calculator!
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Firm Drives Omni-Channel Marketing - Case Study
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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
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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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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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