Segmentation using Financial Cohorts

December 29, 2017

Financial Cohorts offers a household-based asset segmentation system that segments customers based on measured consumer financial capacity, investment style, behaviors, and characteristics.  It enables financial services firms to better understand the financial and behavioral characteristics of distinct customer and prospect groups in order to increase the relevance and effectiveness of their direct and online marketing efforts.

By segmenting households by their financial potential, Financial Cohorts enables firms to identify pockets of opportunity among their most common segments (Affluent, Mass Affluent, and Mass Market), and guides marketers to understand the differences between households within each asset tier.

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Segmentation using Economic Cohorts
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South Carolina Federal Credit Union Enhances Targeted Marketing
South Carolina Federal Credit Union Enhances Targeted Marketing

600+ Digital Targeting Segments

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