Powered by verified direct-measured investor data from more than 850 banks and broker dealers, Wealth Insight ServicesSM provides the industry’s most comprehensive, timely and actionable wealth data and consumer insights to maximize your prospecting and cross-selling efforts.
With Wealth Insight Services you can:
- Segment customers and prospects to assess their potential based on household financial capacity and consumer behavior
- Target prospects with unmatched precision leveraging household level scores and micro-neighborhood segments
- Develop proprietary predictive models choosing from over 1,600 data attributes including household wealth, demographics, income, lifestyle, credit and auto ownership characteristics