Investyles®
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Understand Consumers’ Investment Preferences
Investyles enables financial services firms to advance their targeting and modeling with insight into anonymous, direct-measured household assets and investment tendencies.
Brokerage firms, banks, credit unions, and other financial services firms that are part of the IXI Network can incorporate Investyles’ granular-level detail about assets and investment preferences to help enhance all types of models — including financial customer profiling, product optimization, life-time value, profitability, and multivariate scoring applications.
For digital marketing campaigns promoting investment products and services, Equifax offers Investment Propensity Digital Targeting Segments. Marketers can use these segments to reach online audiences that have preferred investment propensities for promotions.
Use Investment Insights to Grow Assets
Market to the right customer and prospect segments with insight into anonymous, direct-measured household assets and investment tendencies.
Improve Targeting Across Investor Types
Learn how one firm used Investyles and other measures to develop custom segments for an omni-channel marketing campaign — resulting in a 30% lift in new accounts opened and a 500% lift in new account assets.
Cross-sell Deposits and Investments to Brokerage Customers
One brokerage firm used Investyles and other measures to segment current brokerage clients for a cross-sell campaign — resulting in over $25 million in new deposits and $70 million in incremental investments.
Real Data Makes a Real Difference
Investyles offers the most accurate asset data available because it is based on real data, not estimates. The insights offered by Investyles are based on anonymous, direct-measured assets gathered from our leading network of the nation’s leading financial institutions.
Rely on Investyles to better understand customers’ investment product preferences and investing styles to advance customer and prospect models. Use the measures to rank markets and households for marketing campaigns for asset and financial products and improve upsell and cross-sell efforts. Investyles can be used for non-FCRA applications across the customer lifecycle.
Fuel Customer Models
Use Investyles Wealth Ratings to power customer and prospect models with insight on average assets held by households in a neighborhood. Enhance both profiling and multivariate-scoring applications.
Learn Investment Preferences
Leverage Investyles Investment Tendencies to better understand households’ likely affinity for various asset classes, advice orientation, security types, and distribution channels. Use the measures to improve cross-sell and upsell efforts.
Fuel Online Campaigns
Enhance online campaigns with segments targeting audiences’ likely investment propensities — such as those who likely favor IRAs, CDs, or ETFs, or if they are likely self-directed or advisor-preferred investors. Build segments with additional criteria to reach custom audiences.
Frequently Asked Questions
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