Client Insights

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

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Success Stories

Learn how some of the country’s most prominent firms have used IXI’s solutions to maximize the return on their sales, marketing, and risk management efforts.

Customer Acquisition	Growing Bank Deposits with Targeted Prospecting Customer Acquisition: Increase New Client Assets by Targeting the Right Audience Customer Acquisition: Reaching Profitable Younger Prospects with Precise Segmentation and Targeting
Customer Management	Improving Customer On-boarding: Leveraging Financial Insights to Assess Customer Opportunity from Day One Best Practices: Leveraging Real-Time Lookup of Estimated Household Financial Potential to Improve Call Center Efficiency and Lead Routing Finding Value in Low Potential Customers Growing Revenue by Aligning Customers with the Right Service Level FAs Prioritize Clients with WealthComplete
Client Treatment Groups	Best Practices for Brokerage Firms: Quantifying the Opportunity and Creating Client Treatment Groups Bank Uses Investyles to Develop Treatment Groups
Cross-sell/ Upsell	Best Practice: Identifying Cross-Sell Candidates for Deposit Products Amongst Brokerage Customer Base Paradise Lost. Premium Found. – Leveraging Household Financial Position to Better Drive Anticipated Premium Bank Achieves 50% Lift in Mail Campaign Bank Optimizes Target Audience for Cross-Sell Campaign Bank Defines Target Audience for Direct Mail Campaign FAs Identify Missed Opportunities
Collections, Loss Mitigation, and Portfolio Valuation	Collection Firms: Improve Collections Strategies with Household Ability to Pay Best Practices for Communications Service Providers: Improve Collections Strategies with Household Financial Insights Credit Card Issuer Improves Risk Management
Branch, Territory, and Sales Management	Bank Uses MarketMix to Assess Branch Performance
FA and Wholesaler Performance	Casting the Net: Improving Wholesaler Effectiveness by Focusing on Top Locations Annuity Wholesaler Maximizes Sales Force Efficiency
Digital Success Stories	Leading Bank Leverages IXI Digital Targeting to Increase Opening Balance by 300% CPPA: It’s Not a Typo! Cost per Profitable Acquisition is the Metric to Measure Online Advertisers: Optimize Online Marketing Channels with Financial Insights Surpassing Online Cost per Acquisition (CPA) Goals with Financial and Economic-Based Audience Targeting Reaching the Right Audience with Wealth-Based Targeting

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