Access a more complete view of the customer wallet to help develop actionable marketing strategies and better engage with high-potential clients. 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.
Most Recent Flipbooks
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.
Data-driven Marketing for Financial Services - Insights to Find Opportunity and Grow Your Business.
Credit Union Best Practice - How To Drive Deposit Growth.
Accelerate growth and spread account acquisition costs over time to better align revenues with expenses with marketing consulting from The Kessler Group.
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.
Banks Turn Big Data into Big Revenue - Segmentation Tips for Relevant Customer-Centric Marketing
Turn Big Data Into Revenue - Segmentation Tips for Credit Unions.
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
Equifax provides data-driven marketing solutions, helping firms reap unexpected benefits like leveraging data to build awareness and drive new business.
Dominate the Competition with Data-driven Insights with analytics and marketing.
Marketing solutions for credit unions - data driven marketing.
Increase New Client Assets by Targeting the Right Audience. Firm enhances customer acquisition to increase Average Opening Balance Case Study.
Determining the Opportunity & Creating Client Treatment Groups - Best Practices for Banking.
Identifying Cross-Sell Candidates - Brokerage to Deposit Products.
Mergers and Acquisitions Handbook for Retail Bank Marketers. Understand your customers and evaluate your new position in the market.
Empower financial advisors with wealth-based client scoring, integrated with Salesforce.
Surpassing Online CPA Goals with Financial and Economic Based Audience Targeting.
Customer Experience Thrives on Data-driven Insights
How a leading bank enhances prescreen efficiency for card acquisition.