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)
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Customer Acquisition: Reaching Profitable Younger Prospects with Precise Segmentation and Targeting
Customer Acquisition: Reaching Profitable Younger Prospects with Precise Segmentation and Targeting

Customer Acquisition: Reaching Profitable Younger Prospects with Precise Segmentation and Targeting.

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Mortgage Customer Retention and Recapture
Mortgage Customer Retention and Recapture

Mortgage Customer Retention and Recapture - Identify Borrowers That Are Likely To Prepay.

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