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Financial Services Marketers - Identify and reach Young Affluent consumers for enhanced growth, customer lifetime value and long-term ROI.

Financial institutions can differentiate and find high-potential consumers for your products and services.

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.
Confidently broaden acquisition audiences with robust consumer data and tools including consumer wallet insights.
Improve your customer acquisition campaigns with consumer financial data and digital solutions.

Credit unions provide members with access to extended credit in response to Coronavirus pandemic.

In this case study, brokerage firms seek to build customer loyalty and expand relationships.

In this case study, learn how to target clients with significant deposits and investments held away.

In this case study, brokerage firms endeavor to generate revenue from low potential customers

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.

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

WealthComplete® Premier finds hidden potential in customers, and identifies high-asset prospects to grow share of customer wallet and enhance acquisition efforts.

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.

Surpassing online cost per acquisition (CPA) goals with financial and economic-based audience targeting

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...

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...

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.