Financial Services Behavior Model Marketing

Available from V12 Data

Leveraging your bank's depository relationships into investor relationships is a constant challenge, one in which you're competing with other local banks and every other broker in town and on the Web. Your customers already have their retirement and investment portfolios, and probably manage their accounts online. How can you win these investors?

The answer is to focus on your customers who are looking for new investments and financial relationships. To help you win in today's market, DataMentors offers behavioral models for financial services marketing. Use these models to up-sell and cross-sell your customer base, build customer loyalty, and increase business lift.

Applications include:

•Market sizing and segmentation
•Prioritizing and targeting customer acquisition campaigns
•Identifying cross-sell opportunities
•Identifying loyalty risks
•Providing objective models for marketing resource allocation
•Improving custom model performance

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