Brokerage Marketing & Customer Acquisition Checklist

Access a more complete view of the customer wallet to help develop actionable marketing strategies and better engage with high-potential clients. Partnering with Equifax, brokerage sales and marketing teams can think more strategically about how to grow customer relationships, capture more assets, and generate new revenue streams.

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Interactive Solutions Menu - Data-driven Marketing
Interactive Solutions Menu - Data-driven Marketing

Household financial insights can help drive the core of your data-driven marketing strategies. Let us put o...

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Shopping and Discretionary Spending - Digital Segments
Shopping and Discretionary Spending - Digital Segments

Use our digital targeting segments to help improve online targeting for back-to-school campaigns.