Financial institutions can grow their share of customer wallet and enhance acquisition efforts with WealthComplete® Premier. It helps find the hidden asset potential among their customers and identify high-asset prospects.
With WealthComplete Premier, financial advisors can enhance marketing and sales strategies by presenting a picture of consumers’ likely investment allocations, including total assets, investment measures and deposit measures.
Key benefits include:
Enables financial institutions to better understand customer financial potential and share of wallet, plus target high-potential prospects
Estimates household-level total invested assets based on a foundation of over $20 trillion of anonymous, direct-measured invested retail assets
Offers insight on customers’ likely investment product allocation and deposit product preferences
Excludes protected-class data
Provides superior performance compared to survey-based solutions that might rely on only 1% of households, versus direct measurement of over 45% of consumer invested assets
Learn more about how you can use WealthComplete Premier to enhance your wealth-based marketing strategies.