Financial Cohorts
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Better understand customers and prospects
Equifax offers the only Direct-measured household segmentation system, available exclusively for IXI Network Member Firms. Financial Cohorts® offers a flexible cluster-based segmentation system that is commonly used by financial services firms to segment customers and prospects based on a foundation of anonymous, direct-measured asset data as well as additional behavioral characteristics.
Who It's For
Director of Marketing
Campaign / Advertising Manager
Data Analytics
Modeler / Statistician
Customer Analyst
About Financial Cohorts
- Segments customers based on measured consumer financial capacity, investment style, behaviors, and characteristics, as well as demographics, age, and urbanicity
- Offers a household-level cluster solution with over 100 input variables
- No bias against affluent households; several clusters have greater than $2 million median assets
- Ability to integrate with all Equifax wealth-based solutions
- Available both in an offline version and online digital targeting segments

Equifax unique financial insights
Equifax collaborates with over 95 leading U.S. financial institutions to create and maintain the IXI Network database that currently measures about $30.6 trillion (~45%) of U.S. consumers’ liquid financial assets and is the unique data foundation of Financial Cohorts.
Using our segmentation system, firms can better target the right prospects and customers, and deliver the right message for each segment via channels that will resonate.

Target desired customers with the right offers and products

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