Wealth Opportunity Score™ is the only wealth-estimation model developed using fresh, comprehensive and direct-measured investable asset data, which provides unmatched accuracy and targeting precision. The score enables data and analytics, strategic planning, and sales and marketing professionals to develop actionable strategies and tactics across the entire Customer Life Cycle, from prospecting to acquisition to cross-selling to retention.
Unlike other solutions that rely on stale, self-reported data subject to sampling errors and response bias, Wealth Opportunity Score is the only wealth-estimation model developed using verified and direct-measured investor data, reported monthly by more than 800 financial data contributors.
Wealth Opportunity Score was created and is administered by Experian, the global leader for consumer data management, providing expert insights, analytical tools and marketing services to organizations and consumers. The score was developed using direct-measured investor data from Broadridge® Financial Solutions, the leading provider of proxy voting services for more than 90 percent of banks, broker-dealers, mutual funds, insurance companies and publicly traded corporations in the United States, providing an unmatched competitive advantage.
Whether you want to target households with $100,000, $100 million or $1 billion in investable assets, Wealth Opportunity Score provides unparalleled data granularity — asset ranges start in thousand-dollar increments with no caps. The score is calibrated monthly to reflect stock market changes, wealth transfers and household moves, allowing you to measure progress in target-marketing initiatives and identify new opportunities with unmatched precision.
Wealth Opportunity Score leverages Experian’s demographic and marketing predictive factors and proprietary advanced analytics techniques to provide an estimate of total household wealth for more than 110 million U.S. households. The score represents a household’s total liquid investable wealth, including equities, exchange-traded funds, mutual funds, bonds, money market funds and cash deposits held both at your firm and other firms. This enables you to pinpoint total household financial capacity with the highest precision and to focus resources on households with the greatest opportunity for growth.
Wealth Opportunity Score gives you a strategic advantage over the competition by enabling you to:
Wealth Opportunity Score can be delivered in any of the following formats: