In this Case Study Segment Manager allowed for list counts to be generated on-the-fly based on advanced decision criteria. This allowed for more targeted and custom lists to be generated by the bank.
The bank was able to reduce prospect list creation time by 36% and increase the number of campaigns it ran per month from one to three.
Most Recent PDFs

Financial Services Marketers - Identify and reach Young Affluent consumers for enhanced growth, customer lifetime value and long-term ROI.
Case study - Using Ability to Pay Index from Equifax helps firms identify accounts that are more likely to pay as well as achieve improvements in unit yield and net collections.
Confidently broaden acquisition audiences with robust consumer data and tools including consumer wallet insights.
Improve your customer acquisition campaigns with consumer financial data and digital solutions.

Enhance your Prescreen campaigns and confidently reach your best consumers across all channels.

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
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.

Customer Experience Thrives on Data-driven Insights
Customer Acquisition: Reaching Profitable Younger Prospects with Precise Segmentation and Targeting.