4 Steps in Customer Acquisition for Financial Services
Most Recent PDFs
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.
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.
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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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Marketing solutions for credit unions - data driven marketing.
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Determining the Opportunity & Creating Client Treatment Groups - Best Practices for Banking.
Identifying Cross-Sell Candidates - Brokerage to Deposit Products.
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Empower financial advisors with wealth-based client scoring, integrated with Salesforce.
Customer Experience Thrives on Data-driven Insights
How a leading bank enhances prescreen efficiency for card acquisition.
Customer Acquisition: Reaching Profitable Younger Prospects with Precise Segmentation and Targeting.
Finding Value in Low Potential Brokerage Customers for Incremental Revenue Growth.
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