Only about 40 million U.S. households have enough assets to invest, and every financial services firm is trying to reach them. With so many companies competing for the same clients, investment firms must fine-tune their message and services to cut through the clutter, engage clients and win their loyalty.
Investment services firms first must know and retain their existing clients. Acxiom has the best tools available for client insight, enabling client recognition and retention. Our solutions help firms safeguard and grow their client base by helping them know:
Our marketing solutions are built on a foundation of Acxiom CDI-X™, our renowned customer data integration solution. CDI-X includes our patented AbiliTec linking technology, the most accurate customer recognition technology on the market. CDI-X delievers insight that provides the power to maximize existing relationships with product and service offerings, tailored to each customer.
Acxiom’s marketing solutions help firms plan, analyze, implement and track the success of their marketing initiatives. And our team is skilled in building privacy components into marketing solutions to help clients manage client contact preferences and meet legal requirements. We deliver:
Acxiom is a full-service provider with a dedicated investment services team – people who have worked in the industry, who understand the language and who have faced the same challenges. Contact our team of experts today, and discover the solutions that help attract and retain the most valuable clients.
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Acxiom works with many of the world’s leading companies, including:
Acxiom helps companies in the financial, investments and brokerage industry overcome obstacles to make the right offer to the right clients at the right time.
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