Increase New Client Assets by Targeting the Right Audience Case Study

By incorporating our Wealth Classification System into its prospecting models, a leading investment firm can significantly increase the average opening balance among responders. 

By targeting only those households that likely hold over $100,000 in invested assets
based on our Wealth Classification System, the firm can:

  • Increase the average opening balance for its prospecting campaigns to $64,269 from $48,753, representing a 32% lift
  • Expect to gain an incremental $156 million in assets under management per 1 million direct mail pieces
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Connect with Current and Future Millennial Investors via Digital Channels
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Upward Mobility Income Range Digital Targeting Segments
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Upward Mobility Income Range Digital Targeting Segments for Credit Cards.