11th February 2015
Equifax investor profiles
Equifax Investor Profiles has now officially been launched, providing a new generation of consumer segmentation and leveraging affluence, life stage, household composition and investment purchase behaviour to create a uniquely powerful product for the financial services market.
12 macro segments are created from ‘traditional geo demographic' characteristics, with groups like Seasoned Prosperity, Youthful Abundance, Everyday Families, Poor Mature and Striving Young Families.
The addition of Touchstone investment and protection sales data then sub-divides these into micro-segments, clearly identifying types of people who are, or aren’t, engaged with financial investment products. Click here for more detailed information.
Equifax Investor Profiles can help you:
| • | Gain insight into your current customer base |
| • | Identify the best opportunities for cross- and up-sell initiatives |
| • | Profile prospects to ensure they receive the appropriate level of follow-up |
| • | Find new prospects that match the profile of your “best” existing customers |
| • | Comply with Treating Customers Fairly obligations by having clear customer types defined for products and monitoring actual sales to ensure alignment |
| • | Improve Return on Investment (ROI) of your marketing activities |
Existing users of the Equifax Intermediary Insights web user interface (Life, Pension, Fund Manager, Platform and Mortgage modules) are able to see some of this profiling in action following the addition of four new tabs. This facility will be available to users free of charge until 31 May 2015.
Please contact your Account Manager, call 01236 722 000 or email ukmarketing@equifax.com to discuss how Equifax Investor Profiles can help your organisation achieve its objectives in 2015.
Not yet registered?
Please complete this form to join our community