Case Studies & Use Cases

  • Compliance-friendly 3rd-party wealth solution provides 75% accuracy

    Compliance-friendly 3rd-party wealth solution provides 75% accuracy

    WealthComplete HD provides household-level total deposit and total asset estimates without the use of protected-class demographics and offers enhanced precision in predicting total assets.

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  • Proactively identify changes in current customer risk

    Proactively identify changes in current customer risk

    How to establish timely alerts that identify potential trouble spots current portfolios.

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  • Monitor current accounts for changes in employment

    Monitor current accounts for changes in employment

    How to help manage portfolio risk by spotting changes in the employment status of current account holders.

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  • Manage risk within current customer account portfolio

    Manage risk within current customer account portfolio

    How to use to Equifax to help assess, predict and manage risk within your current credit portfolio.

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  • Firms want to reduce CPA of online ad campaigns and target qualified audiences

    Firms want to reduce CPA of online ad campaigns and target qualified audiences

    Surpassing online cost per acquisition (CPA) goals with financial and economic-based audience targeting

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  • Financial services firm challenged by wasted online ad spend

    Financial services firm challenged by wasted online ad spend

    Reaching the right audience online with wealth-based targeting

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  • Brokerage firm develops data-driven approach to guide omni-channel marketing efforts

    Brokerage firm develops data-driven approach to guide omni-channel marketing efforts

    Custom addressable TV segments help achieve 500% lift in new account assets

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  • Use compliance-friendly 3rd party data to power marketing models

    Use compliance-friendly 3rd party data to power marketing models

    How to use 3rd party estimated household financial measures without protected class demographics

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  • Credit Union Best Practice - Drive Deposit Growth

    Credit Union Best Practice - Drive Deposit Growth

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  • FI Firm Drives Omni-channel Targeted Marketing Efforts

    FI Firm Drives Omni-channel Targeted Marketing Efforts

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