Product

WealthComplete Premier

Grow share of wallet with a complete picture of liquid financial assets for every U.S. household
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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.

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Product Sheet
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Product Sheet
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