Product Overview

WealthComplete® Premier provides estimates of total assets at the household level, based on the estimated total liquid financial assets held by all U.S. households. It is available exclusively for use by IXI Network Member Firms.

WealthComplete® Premier is best used for share of wallet opportunity analysis, asset allocation analysis and targeting potential prospects in both offline and online applications.

Applying WealthComplete Premier to your Business

  • Identify and target customers by their likely financial potential and by the amount of assets they hold at your firm.
  • Analyze each customer's portfolio and better understand your share by product category.
  • Promote products and services which are likely to be desired and needed by customers and prospects.
  • Better prioritize customers who contact your call centers and gauge current customer loyalty.
  • Find clients and prospects with the most likely growth potential.

Key Benefits for Financial Services Firms

  • Better understand customer potential share of wallet, plus target high-potential prospects
  • Dollar estimates of total assets at the household-level informed by our direct measurement of anonymous invested retail assets
  • Insight on customers' likely investment product allocation & deposit product preferences
  • Identify super-affluent households ($25+ million in invested assets)
  • A compliance-friendly solution for asset & deposit gathering
  • Use in non-FCRA applications across the customer lifecycle
Product Sheet

WealthComplete Premier provides a complete picture of liquid financial assets for nearly every U.S. household

Find the hidden asset potential among your customers and identify high-asset prospects with insight into customers’ and prospects’ assets and investments.
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Product

Wealth Growth Indicator for estimated asset growth

Wealth Growth Indicator™ assigns every household in the U.S. to 1 of 5 segments, based on the household’s expected relative growth in total assets over the next 3 years. Use it in conjunction with WealthComplete Premier to enhance your prospecting with insights on future potential asset growth. Now you can better prioritize customers for varying service levels based on expected asset growth and assess your book of business for hidden future opportunity.

Frequently Asked Questions

WealthComplete Premier estimates household-level total liquid and invested assets based on a foundation of about $27.7 trillion direct-measured invested retail assets

WealthComplete Premier offers the following measures:

  • Total Assets: Total Assets measure, expressed as continuous measures of dollars per household, of all deposits plus investments capped at a maximum value of $25 Million+.
  • Investment Measures: Total Investments measure, expressed as continuous measures of dollars per household, for: Total Stocks, Total Bonds, Total Mutual Funds, Total Annuities, and Total Other Investments.
  • Deposit Measures: Total Deposits measure, expressed as continuous measures of dollars per household, for: Total Interest Checking, Total Non-Interest Checking, Total Savings, Total Money Market Deposit Accounts, Total CDs and Total Other Deposits. WealthComplete Premier data does not include or reflect business assets, defined contribution/group plans (e.g., 401k plans) and non-tangible, non-financial assets like home value

WealthComplete Premier enables financial institutions to segment and prioritize customers and prospects based on their estimated total assets and asset allocation. It aids in share-of-wallet analysis, and in portfolio management by enabling creation of more relevant product offers based on asset potential, wealth segments, and investment profiles.

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

The new WealthComplete Premier product enhances overall model performance while helping clients to address fair banking limitations by avoiding use of protected-class demographic attributes (e.g., age, marital status, presence of children).

WealthComplete Premier also does not use income in the model. Firms can use WealthComplete Premier to help satisfy internal compliance requirements, help prepare for regulatory reviews and address disparate impact inquiries, and help meet Community Reinvestment Act (CRA) guidelines.

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