DDM - Financial Services

IRA Rollover Propensity Index

Segment your customers and prospects to optimize your marketing campaigns

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U.S. INFORMATION SOLUTIONS IRA Rollover Propensity Index Exclusively for IXI Network Members Market to Consumers That Are Most Likely to Open a New IRA Rollover Account Acquiring new IRA rollover accounts is a valuable component of new-to-firm assets for brokerage firms and banks. Just look at the numbers shown by our retail assets database as of 2016, which includes only a portion of the total rollover market measured over a 12 month period: By marketing your IRA rollover services to households that are most likely to open a new rollover account, your firm can help bring new assets into the fold and increase your share of this lucrative market. 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. Equifax can also provide closed-loop campaign measurements. Digital Targeting 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. These segments can be used to better target IRA rollover ads via online, mobile web and apps, social, addressable TV and radio, and other channels. KEY BENEFITS Better reach households most likely to deliver 50% of assets in new IRA Rollover accounts in the next 12-month period* Improve digital acquisition and cross-sell campaigns by marketing to households 3.5X more likely to open a new IRA rollover account* Help increase new-to-firm assets using IXI direct-measured data, which contains over $14 trillion in assets contributed by network members Target consumers across the omni- channel including mobile, online, and addressable TV Amount of new IRA rollover assets: $149 billion * Number of new IRA rollover accounts: 1.1 million Average account size: $135,000 *Figures cited are based on Equifax Analytics analysis of data in the retail assets database which contains direct-measured, anonymous assets provided by its network of leading brokerage firms and banks.

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