Quantifying the Opportunity for Brokerage and Creating Client Treatment Groups

Brokerage firms can utilize WealthComplete to quantify growth opportunity and help FAs prioritize their efforts.

By comparing WealthComplete’s total assets estimates for a firm’s clients against those clients’ assets under management at the firm, a brokerage firm FA, Branch Manager, or senior executive can:

  • Quantify how much untapped potential exists within their current client base
  • Enable financial advisors to segment their books of business and pinpoint those clients with incremental asset opportunity
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Leading Auto Captive Lender Leverages Equifax Solutions
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