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.
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.
How to power TV advertising with financial-driven digital targeting.
WealthComplete® HD 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.
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...
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...
Accelerate growth and spread account acquisition costs over time to better align revenues with expenses with marketing consulting from The Kessler Group.
Equifax study Wealth Trends 2019 has shed light on how the different lifestages of US consumers affect investing.
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.