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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Observations / Impacts of US Consumer Wealth Trends
Observations / Impacts of US Consumer Wealth Trends

Financial observations and impacts of US consumer wealth trends.

600+ Digital Targeting Segments

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