Quantifying the Opportunity for Brokerage and Creating Client Treatment Groups

Brokerage firms can utilize WealthComplete to quantify growth opportunity and help FAs prioritize their efforts.

By comparing WealthComplete’s total assets estimates for a firm’s clients against those clients’ assets under management at the firm, a brokerage firm FA, Branch Manager, or senior executive can:

  • Quantify how much untapped potential exists within their current client base
  • Enable financial advisors to segment their books of business and pinpoint those clients with incremental asset opportunity
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Mortgage Customer Retention and Recapture
Mortgage Customer Retention and Recapture

Mortgage Customer Retention and Recapture - Identify Borrowers That Are Likely To Prepay.

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South Carolina Federal Credit Union Enhances Targeted Marketing
South Carolina Federal Credit Union Enhances Targeted Marketing

South Carolina Federal Credit Union Enhances Targeted Marketing Leverages Asset Based Segmentation To Grow ...