Case Study

How to Leverage Measured Wealth to Enhance Targeting and Drive Deposit Growth

Case Study

How to Leverage Measured Wealth to Enhance Targeting and Drive Deposit Growth

Financial institutions often strive to grow deposits from existing customers. They may incentivize branch representatives to contact customers by phone and other interactions, but it’s difficult for representatives to know which customers are the best to target.

However, financial services firms can leverage household-level total deposit estimates to segment and engage customers who are likely to have significant deposits at other financial institutions. Then, firms can recognize the size of the opportunity and set goals to capture a portion of those deposits.

In this sample analysis, we demonstrate how to:

  • Grow deposits by more than $70 million
  • Exceed goal by over 60%

Read our case study for details.

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