Banks need to identify their ideal target audience for direct mail campaigns, yet they usually only have a view of what their clients hold with them. This results in decreased efficiency and missed opportunities.
In this case study, we show you how a bank can use WealthComplete total assets estimates to identify, prioritize, and target high opportunity customers for cross-sell and up-sell campaigns.
WealthComplete can be used for:
- Customer segmentation
- Share of wallet opportunity analysis
- Asset allocation analysis
Read our case study for the step-by-step process, action plan and next steps.