DDM - Financial Services

This Stream includes all of our DDM - Financial Services Flipbooks

  • Marketing Tips for Lenders - Infographic

    Marketing Tips for Lenders - Infographic

    Lenders - leverage unique credit/economic insights to fuel acquisition efforts, reach ideal customers through multiple channels, and identify areas of opportunity within your prospect base.

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  • Brokerage Marketing & Customer Acquisition Checklist

    Brokerage Marketing & Customer Acquisition Checklist

    Partnering with Equifax, brokerage sales and marketing teams can think more strategically about how to grow customer relationships, capture more assets, and generate new revenue streams.

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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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  • Data-driven Marketing for Financial Services

    Data-driven Marketing for Financial Services

    Data-driven Marketing for Financial Services - Insights to Find Opportunity and Grow Your Business.

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  • Credit Union Best Practice - Drive Deposit Growth

    Credit Union Best Practice - Drive Deposit Growth

    Credit Union Best Practice - How To Drive Deposit Growth.

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  • 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 Trends 2019 Report - For IXI Network Members

    Wealth Trends 2019 Report - For IXI Network Members

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  • Digital Credit Marketing Solutions

    Digital Credit Marketing Solutions

    Digital Credit Marketing solutions from Equifax can help marketers expand their acquisition efforts to better engage and convert credit and insurance audiences via digital channels.

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  • Banks Turn Big Data into Big Revenue

    Banks Turn Big Data into Big Revenue

    Banks Turn Big Data into Big Revenue - Segmentation Tips for Relevant Customer-Centric Marketing

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  • Segmentation Tips for Credit Unions

    Segmentation Tips for Credit Unions

    Turn Big Data Into Revenue - Segmentation Tips for Credit Unions.

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  • Freedom First Credit Union Grows Deposits - Case Study

    Freedom First Credit Union Grows Deposits - Case Study

    Freedom First wanted to quickly bring in new deposits to fuel liquidity and balance their portfolio. This effort, in partnership with Equifax Data-driven Marketing, met and exceeded goals for the camp

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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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  • Dominate the Competition with Data-driven Insights

    Dominate the Competition with Data-driven Insights

    Dominate the Competition with Data-driven Insights with analytics and marketing.

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  • Marketing Solutions for Credit Unions

    Marketing Solutions for Credit Unions

    Marketing solutions for credit unions - data driven marketing.

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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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  • Determining the Opportunity & Creating Client Treatment Groups - Banking

    Determining the Opportunity & Creating Client Treatment Groups - Banking

    Determining the Opportunity & Creating Client Treatment Groups - Best Practices for Banking.

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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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  • Mergers and Acquisitions Handbook for Retail Bank Marketers

    Mergers and Acquisitions Handbook for Retail Bank Marketers

    Mergers and Acquisitions Handbook for Retail Bank Marketers. Understand your customers and evaluate your new position in the market.

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  • WealthGauge for Financial Advisors

    WealthGauge for Financial Advisors

    Empower financial advisors with wealth-based client scoring, integrated with Salesforce.

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  • Surpassing Online CPA Goals with Financial and Economic Based Audience Targeting

    Surpassing Online CPA Goals with Financial and Economic Based Audience Targeting

    Surpassing Online CPA Goals with Financial and Economic Based Audience Targeting.

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