WalletInsights offers a series of modules that address firms' most pressing needs.
By integrating a firm’s own data with IXI’s proprietary financial and economic measures, the platform’s modules enable IXI clients to better understand their market position, grow assets under management, minimize risk, plan outbound campaigns, and build customer loyalty.
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For banks and other deposit institutions:
Gather more deposits by marketing the right products to high opportunity markets and customers
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Household Decisions:
Instant decisions on call routing using household wealth measures and investment preferences: inbound call filtering to optimize handling.
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For FAs, branches, and HQ:
Find the opportunity in your client base and understand their financial and investment profiles
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For call centers, FAs, and branches:
Utilize this customer look up tool to understand the opportunity and financial profile of an individual customer
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For FAs, branches, and HQ:
Identify and target prospects based on wealth and your own criteria
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For all financial services firms:
Grow AUM by marketing the right products to high opportunity geographies and customers
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Segmentation:
Easy-to-use tools to get the most out of IXI’s economic- and financial-based consumer household segmentation solutions.
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Analysts and Marketers:
Upload your list to append licensed IXI measures on the fly
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Analysts and Marketers:
Understand opportunities, and your firm's share of wallet in capturing assets, income, and credit for relevant geographies including branch, market, region, and footprint.
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