IRA Rollover Propensity Index

Enhance Digital Marketing and Analytics for IRA Rollovers
IRA Rollover Propensity Index enables financial services firms to identify and target prospects that live in geographies where new IRA rollover account openings are more likely to occur in the next 12 months.  
Firms can use IRA Rollover Propensity Digital Targeting Segments to better serve messages and ads only to those consumers that are most likely to open a new IRA rollover account.

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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...

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Data-driven Marketing for Financial Services
Data-driven Marketing for Financial Services

Data-driven Marketing for Financial Services - Insights to Find Opportunity and Grow Your Business.

800+ Digital Targeting Segments

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