Investyles enables financial services firms to enhance in-house customer and prospect models with average household assets and specific investment behaviors. The granular detail provides insight on customers’ likely investment preferences, such as:
- Risk tolerance
- Advice orientation
- Propensity for specific investment products
Investyles Investment Tendency Measures indicate the allocation of each ZIP+4’s or micro-neighborhood’s financial assets among key asset classes and types of investment-management services.
Key benefits include:
- Enables financial services firms to enhance in-house customer and prospect models with average household assets and specific investment behaviors
- Granular detail provides insight on customers’ likely investment preferences, such as risk tolerance, advice orientation, and propensity for specific investment products
- Based on about $27.7 trillion of anonymous, direct-measured invested retail assets
- Developed for use in non-FCRA applications across the customer lifecycle
Learn more about how your firm can benefit from Investyles.