Solutions from Equifax to track market performance, grow assets under management, and send the right message to the right household.
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Wealth Insights Suite
Financial institutions can differentiate and find high-potential consumers for your products and services.
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Fine-tune targeting criteria to reach homeowners seeking cash
Alt-fi company asks Equifax for help analyzing criteria to qualify homeowners seeking cash for ITA outreach campaign. Solution: more robust / granular geographic targeting with 15% lift in response.
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Marketing Solutions for Acquisition Campaigns for Lenders
Confidently broaden acquisition audiences with robust consumer data and tools including consumer wallet insights.
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Marketing Solutions for Customer Acquisition Brochure
Improve your customer acquisition campaigns with consumer financial data and digital solutions.
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Financial Spectrum
Compliance-friendly audience segmentation for IXI Network members.
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Credit Unions offer members quick access to emergency loans during Coronavirus pandemic
Credit unions provide members with access to extended credit in response to Coronavirus pandemic.
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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
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
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
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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Equifax - Better Digital Advertising Through Data eBook
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Use financial-driven digital targeting to power TV advertising
How to power TV advertising with financial-driven digital targeting.
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WealthComplete Premier
WealthComplete® Premier 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
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
Surpassing online cost per acquisition (CPA) goals with financial and economic-based audience targeting
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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
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
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Data-driven Marketing Solutions for Brokerage Firms
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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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