Resources for Alt-Fi Marketers

  • Improving customer on-boarding

    Improving customer on-boarding

    Banks require complete view of new customers to improve on-boarding and grow deposits

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  • How to enhance targeting for credit union's credit card ITA with wealth-based financial measures

    How to enhance targeting for credit union's credit card ITA with wealth-based financial measures

    In this case study, enhance targeting for credit union’s credit card invitation to apply (ITA) prospecting campaign with wealth-based insight

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  • South Carolina Federal Credit Union leverages asset-based segmentation to enhance target marketing

    South Carolina Federal Credit Union leverages asset-based segmentation to enhance target marketing

    In this case study, South Carolina Federal Credit Union leverages asset-based segmentation to enhance target marketing and grow business.

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  • Better Digital Advertising Through Data

    Better Digital Advertising Through Data

    Data in advertising can be used to learn more about existing customers, target potential customers, and even find new ones. Equifax Data-driven Marketing can help.

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  • Offer members under financial stress quick access to emergency loans

    Offer members under financial stress quick access to emergency loans

    How to use marketing data to identify audiences in need of emergency loans.

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  • Assess risk of portfolios to buy or sell

    Assess risk of portfolios to buy or sell

    Lenders in Alt-fi, Fin Tech, and Whole Loan purchases and sellers can turn to Equifax for reviews of their portfolios.

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  • Differentiated Data Provides Clarity for Portfolio Reviews

    Differentiated Data Provides Clarity for Portfolio Reviews

    Differentiated Data is Even More Critical in 2020 Consumer spending has picked up slightly since the summer lockdowns across many […] The post Differentiated Data Provides Clarity for Portfolio...

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  • Use financial-driven digital targeting to power TV advertising

    Use financial-driven digital targeting to power TV advertising

    How to power TV advertising with financial-driven digital targeting.

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  • Compliance-friendly 3rd-party wealth solution provides enhanced precision

    Compliance-friendly 3rd-party wealth solution provides enhanced precision

    WealthComplete HD provides household-level total deposit and total asset estimates without the use of protected-class demographics and offers enhanced precision in predicting total assets.

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  • Why COVID-19 Is Driving a Marketing Revolution | ANA

    Why COVID-19 Is Driving a Marketing Revolution | ANA

    As the pandemic forces consumers to spend more time online, brands must adopt a digital, data-driven approach

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  • Proactively identify changes in current customer risk

    Proactively identify changes in current customer risk

    How to establish timely alerts that identify potential trouble spots current portfolios.

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  • Monitor current accounts for changes in employment

    Monitor current accounts for changes in employment

    How to help manage portfolio risk by spotting changes in the employment status of current account holders.

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  • Data-driven Marketing Solutions for Brokerage Firms

    Data-driven Marketing Solutions for Brokerage Firms

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  • Pay-for-Performance Marketing Programs with Kessler Group

    Pay-for-Performance Marketing Programs with Kessler Group

    Accelerate growth and spread account acquisition costs over time to better align revenues with expenses with marketing consulting from The Kessler Group.

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  • Wealth Trends 2019 Report - For IXI Network Members

    Wealth Trends 2019 Report - For IXI Network Members

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  • Wealth Trends Report - 2019

    Wealth Trends Report - 2019

    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.

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  • Digital Credit Marketing Solutions

    Digital Credit Marketing Solutions

    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.

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  • Freedom First Credit Union Grows Deposits - Case Study

    Freedom First Credit Union Grows Deposits - Case Study

    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

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  • Banks Turn Big Data into Big Revenue

    Banks Turn Big Data into Big Revenue

    Banks Turn Big Data into Big Revenue - Segmentation Tips for Relevant Customer-Centric Marketing

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  • Marketing Solutions for Credit Unions

    Marketing Solutions for Credit Unions

    Marketing solutions for credit unions - data driven marketing.

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