Financial Services

Your clients are more than just numbers on a spreadsheet or money in a bank account. Their financial life is complex. That means if you want to capitalize on predictive modeling and analytics, you need to have crystal clear insight on your members’ financial habits. AnalyticsIQ enables you to evaluate the net worth, debt to income ratio, liquidity, and credit card usage of your most valuable customers, so you can build highly detailed profiles that represent each one.

Managing finances is an extremely personal thing, and not everyone has the same needs. Some are saving to send their children to college, while others are in the market for a mortgage or a small business loan. You may even have savvy investors on your books, looking to balance their portfolios. AnalyticsIQ’s marketing data helps you pinpoint your members’ interests and lifestage, so you can send marketing messages that speak to their unique financial needs and goals.

Regulation B and FCRA requirements are designed to protect consumers. But they can be incredibly difficult (and stressful) for marketers to navigate. Leveraging over 1000 data points, our team builds powerful predictive models to uncover deep insights on your members’ motivations and behaviors. Then, we deliver those insights to you in Reg B friendly formats, enabling you to create highly targeted marketing campaigns, without compromising consumer information or privacy.