Chapter 16: DDM-IXI
IN THIS LESSON
WealthComplete Premier is an in-network solution.
What is it?
Product for share of wallet opportunity analysis providing estimates of total assets at the household level
WealthComplete® Premier provides estimates of total assets at the household level, based on the estimated total liquid financial assets held by all U.S. households. It is available exclusively for use by IXI Network Member Firms.
WealthComplete® Premier is best used for share of wallet opportunity analysis, asset allocation analysis and targeting potential prospects in both offline and online applications.
How to use it?
Identify and target customers by their likely financial potential and by the amount of assets they hold at your firm.
Analyze each customer's portfolio and better understand your share by product category.
Promote products and services which are likely to be desired and needed by customers and prospects.
Better prioritize customers who contact your call centers and gauge current customer loyalty.
Find clients and prospects with the most likely growth potential.
Key Benefits for Financial Services Firms
Better understand customer potential share of wallet, plus target high-potential prospects
Dollar estimates of total assets at the household-level informed by our direct measurement of anonymous invested retail assets
Insight on customers' likely investment product allocation & deposit product preferences
Identify super-affluent households ($25+ million in invested assets)
A compliance-friendly solution for asset & deposit gathering
Use in non-FCRA applications across the customer lifecycle
