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
Connect with our sales team and discover how this product can meet your business needs.
Speak to our sales team about WealthComplete Premier.
Wealth Insights Suite
Leverage insights to help differentiate and find the right consumers to grow your business.