Neighborhood Wealth Ratings

IXI offers the only Neighborhood Wealth Classification database that determines the financial potential of customers and prospects based on Direct-Measured financial assets.  Available exclusively for IXI►Net Members, our Investyles®  Neighborhood Wealth Ratings enable financial services marketers to assign accurate and highly detailed Wealth Ratings to customer and prospect records.  Because all data is anonymous, customer confidentiality is always maintained.

Significantly Improve Your Model Performance

You can use Investyles to enhance the performance of models – determine customer potential, quantify the opportunity gap for incremental business, and set up business rules to determine the appropriate action step for each customer.  Investyles is useful for:

• Customer Portrait Applications
• Life-Time Value Analysis
• Profitability Analysis
• Multivariate scoring applications

Execute Profitable Client Action Plans

Investyles helps financial advisors determine an appropriate course of action for each client by sorting them into groups based on their total wealth potential, your firm’s target balance for that client, and the client’s assets with your firm.