Solutions from Equifax to track market performance, grow assets under management, and send the right message to the right household.

  • Best practices for brokerage firms seeking to build customer loyalty

    Best 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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  • How to cross-sell deposits to brokerage customer base

    How 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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  • Manage and find value in low potential customers

    Manage 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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  • Best practices for brokerage firm FAs and managers

    Best 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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  • 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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  • 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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  • WealthComplete Household Direct (HD)

    WealthComplete 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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  • 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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  • Firms want to reduce CPA of online ad campaigns and target qualified audiences

    Firms 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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  • Enhance Prescreen and Keep Lending

    Enhance 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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  • Digital Credit Marketing: 97% Email Deliverability… Really

    Digital 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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  • Brokerage Marketing and Customer Acquisition Checklist

    Brokerage Marketing and Customer Acquisition Checklist

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  • Data-driven Marketing Solutions for Brokerage Firms

    Data-driven Marketing Solutions for Brokerage Firms

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  • Four Tips to Grow Banking Revenue at Brokerage Firms

    Four 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

    Extend your targeting online with financial and economic insights

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  • 3 Actions to Take Now to Improve Your Account Management

    3 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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  • 6 Ways Financial Insights Fuel Marketing

    6 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

    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 by Lifestage - Wealth Trends 2019

    Wealth 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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  • Current US Wealth Landscape - Wealth Trends 2019

    Current 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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