Wealth Insight Services

Pinpoint affluent consumers and market opportunities

Targeting the right consumer with the right product starts with reliable and actionable data. Gain measureable insights that identify consumers with desirable financial profiles and behaviors through household-level demographics and wealth scores, along with comprehensive reports of credit utilization and auto ownership at the ZIP+4.

Give your firm a unique strategic advantage

Our household scoring and summarized reports enable wealth management, retail banking and insurance marketers to improve strategic decision making while optimizing marketing results.

Appends to Customer Records
Calculate Household Share of Wallet
Detailed Financial Profiles
Identify Market Segments
Branch and Location Planning
Data-Driven Decision Making
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