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FINANCIAL

We provide dynamic insights into marketing, deposit growth, risk,
compliance and education in the finance services industry

EQUIFAX SOLUTIONS

We can help you understand the financial demographics, behaviors, attitudes and lifestyles of your target customers and prospects. Our solutions enable you to retain and grow your customer portfolio across the entire customer lifecycle.

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EDUCATION + TRAINING

Today more than ever, it is critical that your employees understand how to properly manage and disseminate your consumer data. If they mishandle sensitive information, the exposure to your institution can be great. Confluent Strategies is the only approved instructor for CDIA's course on the obligations of data furnishers and data users under the FCRA/FACTA and GLBA.

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CONSUMER DISCLOSURE FULFILLMENT

Federally mandated consumer disclosures are a mission-critical element of your compliance team. We can help you manage all aspects of this process, so you can easily fulfill your federal and state disclosure requirements.

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