Data-driven Marketing Self-Assessment for Financial Services

August 2, 2017

While almost all financial services firm rely on data and analytics to inform decision-making, many firms continue to struggle to optimize their data due to siloed business units, gaps in understanding customer needs and preferences, and less then top-notch analytic capabilities, amongst other challenges. 

Equifax can help your company assess the gaps in your current capabilities and explore how data-driven insights and tools can help drive customer acquisition efforts and retain high-value customers.  View this Self-Assessment for Financial Marketers and check out our Data-driven Marketing website to explore more.

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Data & Analytics for Financial Services - 5 Questions
Data & Analytics for Financial Services - 5 Questions

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IRA Rollover Propensity Index
IRA Rollover Propensity Index