Wealth Managers are in a battle for AUM while Banks and Credit Unions are fighting to grow deposits
- Accurate household investable asset data and customer/member share of wallet insights are critical to success
- Optimizes marketing and servicing strategies to drive AUM and/or deposit growth
- Powerlytics True Investable Assets is the first solution delivering accurate investable asset data and covering 100% of US households.
Powerlytics Delivers Accurate Investable Asset Data on 150M Households and 200M Adults
Get the total picture of your client’s and prospect’s Investable Assets
Focus marketing and premium servicing on those clients with AUM upside
Understand which prospects offer the greatest AUM potential and optimize prospect targeting strategies
Place branches near those clients and prospects with the highest levels of total investable assets.
Get the total picture of your customer’s/member’s or prospect’s Interest-bearing Assets
Focus marketing and optimize servicing on those clients with deposit growth potential
Understand which prospects offer the greatest deposit potential and optimize prospect targeting strategies
Place branches near those clients and prospects with the highest levels of interest-bearing assets