Product

Investyles

Enhance your customer models with investable assets and investment behavior data
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Product Overview

Investyles® provides a picture of direct-measured financial assets and specific investment tendencies for U.S. households and is available exclusively to IXI Network Member Firms.

Investyles is best used for identification of specific investment behaviors and as an input to in-house models.
Solution

Investyles Key Benefits 

  • Enhances in-house customer/prospect models with average household assets and specific investment behaviors
  • Granular detail gives insight on customers' likely investment preferences - risk tolerance, advice orientation, propensity for specific investment products, etc.
  • Finds areas likely to have over $2 million in average assets per households
  • Based on our direct-measurement of anonymous invested retail assets 
  • For use in non-FCRA applications across the customer lifecycle

 Apply Investyles to Your Business to:

  • Better understand customer product preferences and investment styles
  • Enhance all types of customer prospect models including customer profiling, life-time value, profitability, multivariate scoring applications
  • Improve up-sell and cross-sell methods
  • Rank markets and households for marketing campaigns
  • Improve customer loyalty
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Contact Us

Speak to our sales team about Investyles

Wealth Insights Suite

Leverage insights to help differentiate and find the right consumers to grow your business.