Brokerage Marketing & Customer Acquisition Checklist

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.

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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 ...