Enhance Digital Marketing and Analytics for IRA Rollovers
IRA Rollover Propensity Index enables financial services firms to identify and target prospects that live in geographies where new IRA rollover account openings are more likely to occur in the next 12 months.
Firms can use IRA Rollover Propensity Digital Targeting Segments to better serve messages and ads only to those consumers that are most likely to open a new IRA rollover account.
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.
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
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
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.
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.
Mergers and Acquisitions Handbook for Retail Bank Marketers. Understand your customers and evaluate your new position in the market.
