IXI™ SERVICES

Client Insights

Leading firms use IXI's solutions to maximize the return on their marketing, sales and risk management efforts

Learn more about how IXI's solutions can help grow your business. Contact us now.

Marketing Optimization

When firms work with IXI, they get a single, accurate, reliable source to assist them with their customer marketing efforts and sales strategies.

IXI enables firms to:

  • Segment and target U.S. investors and consumers both online and offline
  • Determine customer potential and find the best customers for your brand
  • Send the right offer and the right message
  • Improve channel management

IXI Marketing Optimization Applications:

Asset and
Deposit
Gathering
  • Customer financial potential and opportunity analysis
  • Share of wallet
  • Customer financial preferences and needs
  • Product and service up-sell/cross-sell
Marketing
Campaign
Planning and
Communications
  • Define target audience based on full financial profile (assets, income, spending, credit)
  • Send the right message to the right customer via financial and economic based segmentation systems
Digital Marketing
  • Target online visitors that have the right financial profile for the offer and brand
  • Tailor online ad content and offers
  • Evaluate ad placement
  • Enhance landing page optimization and messaging
Customer
Acquisition
  • Acquire new customers that resemble best existing customers
  • Customer on-boarding
Customer
Management
  • Tiered customer service model
  • Channel management
  • Customer LTV
  • Customer loyalty and attrition
Brand
Management
  • Brand building
  • Category development
  • Firm loyalty
Capturing
Retirement and
Rollover Dollars
  • Identification of customer segments and type of product/service needed
  • Effective communications
Merger
Integration
  • Determine needs and best communications for combined firm’s customer base
Small Business
Targeting
  • Identify which small businesses to cross-sell/upsell
  • Communicate with home based small businesses