SEGMENTS

DEMOGRAPHICS/PROFILE

DESCRIPTION

Since 2003, the Empirics predictive analytic solutions for financial services marketing focused on performance and value for marketing clients in the wealth management, asset management, insurance, and banking sectors.  Active Investors with Advisors have a propensity to work with a professional partner on whom they rely for the most up to date information and personal guidance related to all of their investing activities. These consumers are on the lookout for market information that helps to reinforce their commitment or move them in new directions.

Financial Advisors looking for prospective new clients will find their audience among these Ready to Switch and can narrow their target with investable assets or by current financial goal.  

For example:

Ready to Select their Initial Financial Advisor = 7,469,882

Ready to Switch Financial Advisor = 5,064,293

Add segmentations for Financial Goals available include Capital Gains, Tax Sheltering, Guaranteed Income and High Current Income.

Loyal investors are available for append processing, to enable advisors to omit those who are unlikely to move from any of their own mailings. This audience is also a great target for product offers like mutual funds that are sold through advisors.

Join the recent users including top online brokerage firms, retirement and health insurance companies, major US banking firms, and top financial planning firms to reach an optimal Empirics audience today!

SOURCE

• Compiled lists
• Multi Sourced

NET NAME PRICING

PROFILE

Investable Assets   (10.00/M) Ready to Select their Initial Financial Advisor 7,469,882 Ready to Switch Financial Advisor 5,064,293 Current Financial Goals   (10.00/M) Capital Gains Tax Sheltering Guaranteed Income High Current Income