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Access the latest news, analysis and trends impacting your business.

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Wealth Insight Services

Pinpoint affluent consumers and market opportunities

Targeting the right consumer with the right product starts with reliable and actionable data. Gain measurable insights that identify consumers with desirable financial profiles and behaviors through household-level demographics and wealth scores.

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.

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Appends to Customer Records
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Calculate Household Share of Wallet
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Detailed Financial Profiles
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Identify Market Segments
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Branch and Location Planning
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Data-Driven Decision Making
Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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