Industry Focus

IXI's foundation of direct-measured assets produces powerful solutions for firms that target U.S. investors and consumers

Credit Union

New Metrics and Applications to Enhance Credit Union Marketing and Deepen Member Engagement

Many credit unions are seeking new ways to deepen their relationships with their members. Yet credit union marketing and operations teams often lack insight or are unable to efficiently target and communicate with their members.

As a complement to Equifax’s complete suite of solutions for credit unions, IXI Services’ enables credit union teams to deepen member engagement with insight on households’ estimated financial and economic capacity to grow their balances or likelihood to need additional products and services. Plus, we provide useful tactical applications to help you better market to your members and offer the right message at the point of sale.

Our insights are derived from a foundation of approximately $13 trillion in anonymized, directly measured consumer assets, gathered from our network of leading financial services firms, as well as Equifax’s extensive aggregated credit data. IXI Services consumer insights can be used for non-FCRA applications only.

Leverage IXI’s Wealth-Based Solutions to Inform Marketing

Enhance Marketing for New Member Acquisition and Deposit Cross-Sell

  • Find the Opportunity and Target Optimal Households: Segment members by estimated total assets, total income (from both wages and investments), aggregated credit utilization, and discretionary spending
  • Effectively Cross-sell and Up-sell Across the Member Lifecycle: Better identify product preferences, retirement needs, and when to move a member to a new service tier based on their estimated financial profile
  • Reach the Right Audience Online: Power online ad campaigns with digital targeting segments relevant to credit union members

Inform Segmentation for Marketing and Cross-sell of Loan Products and Services

Improve Efficiency of Marketing and Sales Operations while Minimizing Reliance on IT

Our WalletInsights interactive, cloud-based web platform enables credit unions to make faster, better decisions that can be used to interact with members.

As an online platform with multiple modules, WalletInsights requires limited to no support from IT, making it the ideal solution for credit union marketing and sales teams. The applications can rely solely on your organization’s member data and business rules, or can also incorporate IXI’s wealth, economic, and credit insights.

  • Quickly Segment Members for Marketing Campaigns: Define and assign members to segments, generate distribution lists, and customize messages – all on-the-fly
  • Empower Point-of-Sale Representatives: Allows sales and call center representatives to gain a real-time recommended action for each member

Contact us today to learn more about our solutions for credit unions.

IXI’s products were neither developed for the purposes of, nor intended to be used for, the extension of credit to any individual, nor should they be used for purposes of determining an individual’s creditworthiness or for any other purpose contemplated under the Fair Credit Reporting Act, 15 U.S.C. § 1681 et seq.

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