Segmentation using Financial Cohorts

Financial Cohorts offers a household-based asset segmentation system that segments customers based on measured consumer financial capacity, investment style, behaviors, and characteristics.  It enables financial services firms to better understand the financial and behavioral characteristics of distinct customer and prospect groups in order to increase the relevance and effectiveness of their direct and online marketing efforts.

By segmenting households by their financial potential, Financial Cohorts enables firms to identify pockets of opportunity among their most common segments (Affluent, Mass Affluent, and Mass Market), and guides marketers to understand the differences between households within each asset tier.

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Improving Customer On-Boarding Leverage Financial Insights
Improving Customer On-Boarding Leverage Financial Insights

How to improve customer onboarding and leverage financial insights.

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Quantifying the Opportunity for Brokerage and Creating Client Treatment Groups
Quantifying the Opportunity for Brokerage and Creating Client Treatment Groups

Quantifying the Opportunity for Brokerage and Creating Client Treatment Groups - Bet Practices for Brokerag...