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MarketMix™ Premier

Better determine asset market size and share for defined geographies and improve branch planning. Gain insight on market-level asset opportunity and product preferences to help guide asset growth strategies.
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Assess Market Size by Assets and Understand Your Share

With MarketMix Premier, banks, credit unions, and other financial services firms can assess the market size and their market share of assets for virtually any geographic region. Gain insight on estimates of total assets, and assets by investment and deposit product categories, for your choice of standard or custom geographic levels across the U.S. — all based on a foundation of anonymous, direct-measured invested retail assets.

With these learnings, you can quickly identify high-growth markets, more efficiently plan branch resources, actively manage your sales force, and offer the right product to the right market. All with the goal of increasing your share of assets held within each market and promoting appropriate investment and deposit types based on the preferences of target geographies. MarketMix Premier is available exclusively for use by IXI™ Network Member Firms.

Based on Measured Assets
Foundation of anonymous direct-measured assets and projected to represent the total assets held by all U.S. households.
Assess Size, Share, and Penetration
Discover market size as well as your firm’s share of assets and household penetration by region.
Evaluate Product Demand
Deepen analysis by exploring data for five investment product categories and six deposit product categories.
Choose your Geography
Your choice of custom region or standard geography down to census block group or zip code.
Available Offline or Online
Obtain data offline or use the MarketMix App for real-time interactive mapping, data analysis, visualizations, and drill-down.
Compliance-friendly
Does not use protected-class variables or demographics in its models and can be used for all non-FCRA applications.

Grow Market Share and Inform Branch Planning

With MarketMix Premier, firms can identify growing geographies for assets, investments, and deposit products. Plus, enhance branch planning and resource allocation to meet demand.  

Top 10 Bank Redefines Branch Goals

Discover how one bank used MarketMix to segment branches by estimated market-level asset opportunity and discover under and over-performing branch locations. 

View Case Study

Spot Change in Demand for Deposits

Banks and credit unions can use MarketMix Premier to compare their portfolio’s distribution of deposit products to the market within target geographies. Discover if demand for CDs, money markets, or other products is increasing to help you capture your share. 

Enhance Analysis with the MarketMix App

Use the MarketMix App for real-time, interactive mapping and data analysis. Visualize your firm’s data, better understand your markets by demand for assets, investments, and deposits, and analyze your competition.

Visualize Your Share

With the MarketMix App, you can visualize your share and penetration of assets. View trended data, easily spot growing markets, and drill down as low as ZIP Code or Census Block to pinpoint locations for increased focus.

Analyze Your Market Performance in Capturing Assets 

Unlike other market assessment systems that rely on asset estimates or assets by branch location, MarketMix Premier is based on a foundation of anonymous, direct-measured asset data by the household location. This enables financial services firms to better understand where assets are concentrated, which markets present new opportunities from growth in assets, and which markets may warrant decreased focus due to asset declines.

 

If your firm is seeking a better understanding of its share of assets across regions or wants to find growing markets, improve site location analysis, or better monitor regional sales performance, then MarketMix Premier can help you reach these goals.
 

Assess Markets by Product Categories

Explore demand for investments across stocks, mutual funds, annuities, bonds, and other securities, plus the total for all. Discover market size, portfolio allocation, and share across investment products so you can better promote desired products across target markets.

Evaluate by Deposit Categories

Examine deposit balances and penetration by market across interest checking, non-interest checking, savings, CDs, money markets, and other deposits. Gain insight on demand by product across target geographies so you can tailor your deposit gathering offers and promotions.

Frequently Asked Questions

MarketMix Premier represents the entire market of U.S. investable assets. It is based on anonymous, direct-measured asset data collected from leading financial services firms that are members of the IXI Network. 

The asset data in MarketMix Premier is based on anonymous, measured assets by household location (as opposed to total bank holdings which are based on the location of a branch). This helps financial institutions understand the likely assets, investments, and deposits within their target geographies and help spot areas with growing assets - from a national, state or regional level down to the granularity of a ZIP code or census block.

With MarketMix Premier, firms can assess the market size, their share of assets by market, and their household penetration within their target geographies. Firms can use the data to understand total market potential, identify growing and shrinking markets, and track performance by branch or region.

Firms can assess markets and share by custom or standard geographic regions by:

  • Total assets and household penetration of assets
  • Total investments and household penetration of investments, plus data for five investment categories: stocks, mutual funds, annuities, bonds, and other securities
  • Total deposits and household penetration of deposits, plus data for six deposit categories: interest checking, non-interest checking, savings, CDs, money markets, and other deposits.

Yes, MarketMix Premier is compliance-friendly. It does not use protected-class variables or demographics (such as age) in its models. With MarketMix Premier, regulated financial institutions can better identify and market to appropriate markets and audiences for asset and deposit gathering. Firms can use the data to:

  • Help satisfy internal compliance requirements
  • Help prepare for regulatory reviews and address disparate impact inquiries
  • Help meet Community Reinvestment Act (CRA) guidelines

MarketMix Premier is only for use in non-FCRA applications.

Yes, MarketMix Premier is only available to IXI Network Members.

eBook

Wealth Trends Report

Discover how consumer wealth insights can help power acquisition and growth campaigns. Learn key statistics for Mass Market, Mass Affluent and Affluent segments based on measured asset data.
Explore Wealth Trends

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IXI Wealth Trends Webcast
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Marketing Solutions for Financial Services
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Wealth Insights Suite
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Related Products

Use MarketMix Premier in conjunction with our other Wealth Insights solutions to gain a more complete picture of your prospects, customers, and target markets. 

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Analyze Market Potential

Explore how our market-level data on consumer assets, credit, and small businesses can help your firm understand trends, assess market performance, and inform regional strategies.

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