Case Study

Improving Customer Onboarding

Case Study

Improving Customer Onboarding

Do you have the necessary data to accurately engage a customer according to his or her true wealth in the crucial first year of a relationship - when they are most inclined to develop a positive or negative brand experience?

Financial institutions can use Equifax IXITM measures to gain insight on new customers from day one, and assign new customers to appropriate treatment groups based on estimated total household assets and total deposits potential.

Learn more in the Equifax analysis.