Finding Value in Low Potential Brokerage Customers

By incorporating WealthComplete into the firm’s customer management efforts, the brokerage firm was able to identify thousands of low balance – low potential accounts, resulting in:

  • An ROI of over 300%
  • $2.5 million in revenues from newly assigned account fees
  • $20 million in new assets under management (AUM)
Previous Article
Five Tips to Advance your Digital Credit Marketing
Five Tips to Advance your Digital Credit Marketing

Next PDF
Quantifying the Opportunity for Brokerage and Creating Client Treatment Groups
Quantifying the Opportunity for Brokerage and Creating Client Treatment Groups

Quantifying the Opportunity for Brokerage and Creating Client Treatment Groups - Bet Practices for Brokerag...

800+ Digital Targeting Segments

See Our Reach