Increase New Client Assets by Targeting the Right Audience Case Study

By incorporating our Wealth Classification System into its prospecting models, a leading investment firm can significantly increase the average opening balance among responders. 

By targeting only those households that likely hold over $100,000 in invested assets
based on our Wealth Classification System, the firm can:

  • Increase the average opening balance for its prospecting campaigns to $64,269 from $48,753, representing a 32% lift
  • Expect to gain an incremental $156 million in assets under management per 1 million direct mail pieces
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Digital Targeting Segments for Business to Business
Digital Targeting Segments for Business to Business

B2B Digital Targeting Segments Detail including sales, job function, industry, credit risk, and financial r...

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Segmentation Tips for Credit Unions
Segmentation Tips for Credit Unions

Turn Big Data Into Revenue - Segmentation Tips for Credit Unions.

800+ Digital Targeting Segments

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