WealthComplete® Premier

WealthComplete Premier* enables financial institutions to find the hidden asset potential (“assets away”) among customers and identify high-asset prospects. By gaining insight on customers’ and prospects’ assets and investments, firms can grow their share of customer wallet and enhance acquisition efforts.

Better understand customer financial potential and share of wallet, plus target high-potential prospects
Gain insight on customers’ likely investment product allocation and deposit product preferences
Better identify super-affluent households ($25+ million in invested assets)

WealthComplete Premier offers the following measures:

Total Assets: expressed as continuous measures of estimated dollars per household, of all deposits plus investments capped at a maximum value of $25 Million+.
Investment Measures: expressed as continuous measures of estimated dollars per household, for each of five sub-categories, including Total Stocks, Total Bonds, Total Mutual Funds, Total Annuities, and Total Other Investments.
Deposit Measures: expressed as continuous measures of estimated dollars per household, for each of six sub-categories, including Total Interest, Checking, Total Non-interest Checking, Total Savings, Total Money Market Deposit Accounts, Total CDs, and Total Other Deposits.

WealthComplete Premier enables firms to calculate share of wallet based on all liquid financial assets (about $61 trillion) held by U.S. households. The foundation of WealthComplete Premier is our proprietary direct-measured™ Financial Assets Database, measuring about $27.5 trillion of anonymous invested assets collected from our network of leading financial institutions. We use industry leading modeling to project our direct-measured data to represent all liquid financial assets.

WealthComplete Premier does not use protected-class variables or demographics (such as age)
in its models, thus providing a compliance-friendly solution to help regulated financial institutions
identify appropriate audiences for asset and deposit gathering.

*Access is restricted to financial institutions, brokerage firms and insurance companies and requires data contribution to the Equifax Financial Assets Database.

**Sample Fields Included:**
Zip+4
DPC
Total Assets
Deposits
Savings
Interest and Non-Interest Checking
Total Investments
Annuities