Solutions from Equifax to track market performance, grow assets under management, and send the right message to the right household.
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ReadBest practices for brokerage firms seeking to build customer loyalty
In this case study, brokerage firms seek to build customer loyalty and expand relationships.
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ReadHow to cross-sell deposits to brokerage customer base
In this case study, learn how to target clients with significant deposits and investments held away.
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ReadManage and find value in low potential customers
In this case study, brokerage firms endeavor to generate revenue from low potential customers
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ReadBest practices for brokerage firm FAs and managers
In this case study, Brokerage firm FAs and managers need to determine which clients hold the most potential in order to allocate time wisely. Best practices include quantifying the opportunity.
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ViewBetter 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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ReadUse financial-driven digital targeting to power TV advertising
How to power TV advertising with financial-driven digital targeting.
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ReadWealthComplete Household Direct (HD)
WealthComplete® HD finds hidden potential in customers, and identifies high-asset prospects to grow share of customer wallet and enhance acquisition efforts.
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ReadCompliance-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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ReadFirms want to reduce CPA of online ad campaigns and target qualified audiences
Surpassing online cost per acquisition (CPA) goals with financial and economic-based audience targeting
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ReadEnhance Prescreen and Keep Lending
This year has forced financial firms to reevaluate and alter their lending programs. Many lenders have had to work quickly […] The post Enhance Prescreen and Keep Lending appeared first on Equifax...
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ReadDigital Credit Marketing: 97% Email Deliverability… Really
Why Digital Credit Marketers Should Embrace Email Consumers are relying more on digital channels during the pandemic, whether it’s work, […] The post Digital Credit Marketing: 97% Email...
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ReadBrokerage Marketing and Customer Acquisition Checklist
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ViewData-driven Marketing Solutions for Brokerage Firms
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ReadFour Tips to Grow Banking Revenue at Brokerage Firms
Brokerage firms seeking to grow and generate new revenue streams can look towards differentiated financial data to help promote banking and lending products to high-potential audiences.
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Extend your targeting online with financial and economic insights
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Read3 Actions to Take Now to Improve Your Account Management
During the new realities of the current economic crisis, financial marketers are wondering how to mitigate delinquencies and defaults in […] The post 3 Actions to Take Now to Improve Your Account...
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Read6 Ways Financial Insights Fuel Marketing
Financial firms are focusing on risk mitigation during the pandemic, but that doesn’t mean financial marketers should simply wait it […] The post 6 Ways Financial Insights Fuel Marketing appeared...
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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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ReadWealth by Lifestage - Wealth Trends 2019
Equifax study Wealth Trends 2019 has shed light on how the different lifestages of US consumers affect investing.
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ReadCurrent US Wealth Landscape - Wealth Trends 2019
Equifax study Wealth Trends 2019 has shed light on the growth in wealth and assets of US consumers since the recession and how they are invested.
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