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Financial Services

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.

Mortgage

  • Predicting New Home Buyers

    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.

  • Targeting Current Homeowners

    While targeting new business (new home buyers) is one avenue for business, refinance opportunities from current homeowners can be valuable as well.

Retirement and Financial Advising

Retirement and Financial Advising

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.

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Likely to Maintain Credit Card Balance (Revolver)

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Plan to Buy Identity Theft Protection

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In Market for Mortgage

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Use Mobile Banking App

Full-Suite Data Solutions

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.

Data Lists & Data Processing Icon

Data Lists & Data Processing

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.

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Data Research & Insights

Market Research & Insights

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.

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Omni-Channel Marketing Platform

Omni-Channel Marketing Platform

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. 

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Ensure Your Marketing Data is Robust 

Who you target and when you target matter.
 
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