Analytics allows you to draw conclusions and make informed decisions so you can effectively target those prospects with the greatest potential.
Improve your service offering, increase average client spend, and target your most qualified prospects with a WealthEngine Predictive Analytics & Modeling solution. Predictive Analytics & Modeling provide for a systematic understanding of your customers by identifying exactly who they are, where they live, their net worth, real estate holdings, income, spending patterns, lifestyle, demographics and more.
Using predictive modeling techniques such as logistic regression, cluster analysis, decision trees and other advanced statistical methods, WealthEngine enables you to understand your customers and identify the best prospects that look exactly like your top customers.
Models can be built using data on your current customers, prospects and/or third party lists, or can be developed using WealthEngine’s Prospect Generator to find like individuals. Results can be combined with Custom Prospect List Services to give you a targeted prospecting list that’s ready for action.
Use Predictive Analytics & Modeling to: