Enhance customer segmentation by differentiating households with financial measures
Product Overview
Financial Cohorts is an asset-based household segmentation system, available exclusively for IXI Network Member Firms that segments customers and prospects based on anonymous financial and behavioral characteristics. It was built leveraging our direct measurement of anonymous liquid financial assets.
Financial services marketers can use Financial Cohorts to better understand the likely financial and behavioral characteristics of distinct customer and prospect groups in order to increase the relevance and effectiveness of their marketing efforts.
Segments customers based on estimated consumer financial capacity, investment style, behaviors, and characteristics
Enables financial services firms to identify top customer clusters, improve communications, and target new clusters with desired financial potential and tendencies
Enhances both offline and online targeting
Leverages foundation of anonymous direct-measured assets
Developed for use in non-FCRA applications across the customer lifecycle
Applying Financial Cohorts to Your Business
Better profile customers for a more accurate predictive measure of how they will interact with you
Size markets and identify growth opportunities
Define product strategy and distribution
Prospect for new customers
Optimize cross-sell or upsell
Improve CRM and loyalty efforts
Tailor positioning and messaging of creative and copy
Financial Cohorts is an asset-based household segmentation system, available exclusively for IXI Network Member Firms that segments customers and prospects based on anonymous financial and behavioral characteristics. It was built leveraging our direct measurement of anonymous liquid financial assets.
Financial services marketers can use Financial Cohorts to better understand the likely financial and behavioral characteristics of distinct customer and prospect groups in order to increase the relevance and effectiveness of their marketing efforts.
View details about Financial Cohorts Clusters.
Key Benefits
Applying Financial Cohorts to Your Business