Product Overview

Equifax Investor Characteristics can help you target the right customers and meet regulatory requirements by providing insight into consumer investment purchase behaviours.

It can help you:

  • Build a clear picture of your customers through customer profiling and segmentation
  • Help to design retail investment products and services more accurately
  • Target your most valuable and profitable customers with the right products at the right time
  • Help towards meeting regulatory requirements for ‘Know Your Customer’ and ‘Treating Customers Fairly’
  • Improve ROI from more effective, targeted marketing activity

Based on actual investment sales data, Equifax Investor Characteristics provides insight into the purchasing patterns of consumers at seven digit postcode level. It uses unique data to provide a solution that allows you to build a clear picture of your customers through accurate consumer insight.

It also provides you with the tools to help improve business performance and gain competitive advantage through better identification, acquisition and retention of appropriate customers with the need and financial capability to purchase your products in the retail investments market.

Additionally, Equifax Investor Characteristics helps you  predict more accurately who will be the most appropriate customers for products based on product and/or investment risk characteristics.

This is achieved through an unrivalled granularity of data, which provides the value and frequency of purchase by product: splitting Unit Trusts, Bonds, Pensions, Protection and more.

Equifax Investor Characteristics can help you:

  • Improve your insights
  • Enhance targeting
  • Increase your sales
  • Improve your marketing efforts
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