We're an
Equifax Sales Agent
Drive deposit growth to fuel liquidity and balance your portfolio
Identify and reach prospective consumers with significant deposit potential
Leverage an email prospecting list segmented by WealthComplete by Equifax to find opportunities using total household invested assets estimates.
WealthComplete is best used for share of wallet opportunity analysis, asset allocation analysis, and targeting potential prospects in both offline and online applications.
Take advantage of WealthComplete to:
- Better understand a consumer’s financial potential and share of wallet,
- Target high-potential prospects
- Gain insight on consumers’ likely investment product allocation and deposit product preferences
- Better identify super-affluent households ($25+ million in invested assets)