Taking out a mortgage loan or aiming to achieve retirement savings goals are among life’s most important decisions. Marketing in this space is all about timing, messaging, and understanding demand. Data is absolutely vital for knowing who is seeking a loan or an adviser and why.
When you can identify who is buying a home, or who might be about to buy a home, you’re in a perfect position to start your marketing campaigns. Through segmenting, you can separate prospective buyers by where they are in the home-buying process, including those showing signs of buying.
Once you’ve identified the audiences you’re trying to target, your data can become even more granular. For example:
Through data research, you can add all the context you need to find the prospects that are most likely to meet your goals. For purchase revenue, you can target renters when their lease is about to expire, or target homeowners as soon as they list their current home for sale.
While targeting new business (new home buyers) is one avenue for business, refinance opportunities from current homeowners can be valuable as well. This will often be your second marketing objective.
For refinance prospects, you can target by loan type, rate type, LTV, modeled credit score and geography.
You might have the ideal financial advising customer in mind, but we can help you find where they are and their goals. Demographics and age, for instance, can paint part of the picture for who you might target. For example, a college graduate might not be ready to invest as much as someone in the middle of their career, but we can help you identify anomalies.
The complexities of risk aversion, occupations and the state of the investment market can all play a role in financial advising and retirement planning. We can give you the insights to find the right targets for your marketing.
Not only can we give you up-to-date data, we can process and add insights to the data you already have. But that's not all; we'll help you automate your omnichannel marketing campaigns, too.
Build your marketing database with lists for any industry and any dimension of information (demographics, shopping behaviors, and attitudes). Process the data you already have to ensure it's updated, relevant, and accurate.
Take advantage of data-driven research methods, business intelligence tools, and models to get the most value out of your data and draw insights that will help you market like a ninja.
Whether you're marketing digitally via email, social media, and paid ads, or through offline channels such as direct mail and call centers, our platform helps you set up and run your campaigns.