Product Sheet

WealthComplete Premier

Product Sheet

WealthComplete Premier

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.

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