WealthComplete® Premier
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Understand Consumer Investment and Deposit Potential
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.
Brokerage firms, banks, credit unions, and other financial services firms can use WealthComplete Premier to target prospects likely to hold significant assets for both offline and online applications.
WealthComplete Premier can also be used to identify customers likely to hold the most asset growth potential to grow share of wallet and help protect assets held by best customers.
By using WealthComplete Premier’s investment and deposit category estimates, financial institutions can gain insight on prospects’ and customers’ likely asset allocation and preferences in order to inform messaging and drive asset growth.
11% of households control 73% of the nation’s wealth as per WealthComplete Premier asset segmentation.
WealthComplete Premier estimates helped one firm identify $14 billion in deposits held by current customers at other firms.
One firm used asset estimates to reassign high asset customers to a premium service channel and gain $700M in new revenue.
*Equifax analytics and case studies. Results may vary.
Asset Insights to Grow Wallet Share
Find the hidden asset potential among your customers and identify high-asset prospects with insight into estimated household assets, investments, and deposits.
Enhance Targeting and Drive Deposit Growth
Learn how one firm used household-level deposit estimates to segment customers likely to hold significant deposit dollars at other financial institutions - and identify $14 billion in untapped deposit potential.
Proactively Identify Segments with Most Asset and Deposit Growth
Discover how one bank analyzed Wealth Growth Indicator™ to enhance its segmentation efforts and identify customers with the highest future asset and deposit growth potential.
Leverage Wealth Insights to Grow Assets Under Management
IXI Wealth Trends Webcast
Discover how consumer wealth insights can help power more effective acquisition and growth campaigns. Learn key statistics for Mass Market, Mass Affluent and Affluent segments based on direct-measured data from our Network.
Consumer Asset Data Available Only from Equifax
With a foundation of about 45% of direct-measured, anonymous household invested assets gathered from our network of leading financial institutions, WealthComplete Premier provides a more accurate view of consumer wealth compared to survey-based solutions. Let WealthComplete Premier help you prioritize prospects for new asset capture campaigns and identify customers likely to hold the most asset and deposit growth potential.
Understand Product Preferences
Analyze each customer's likely investment and deposit portfolio and better understand your share by product category. Use these insights to promote products and services which are likely to be desired and needed.
Enhance Customer Service
Use asset insights to better prioritize likely high asset customers who contact your call centers. Plus, assign customers to appropriate treatment groups starting at day one based on estimated asset growth potential to boost customer loyalty.
Fuel Online Campaigns
Enhance targeting for online campaigns with WealthComplete Digital Targeting Segments — including Asset, Deposit, Investment, and Retail Bank specific targeting segments.
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Retain and Increase Deposits
Competition for deposits is fierce. Discover how our measured asset and deposit-based solutions can help you keep, increase, and attract new deposits from both consumers and businesses.
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