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Since 2003, the Empirics predictive analytic solutions for financial services marketing focused on performance and value for marketing clients in the wealth management, asset management, insurance, and banking sectors.
Investors with Financial Goals are individuals who have set a specific objective for their financial well-being over the next 12 months. They may mange their own investments and are actively looking for types of instruments that achieve their desired results, or they may be looking for a financial advisor to help them manage their assets.
Combine 12 month goals with Investable Assets of $100K+, $500K+ or $2MM+ to target an optimal product group for your offer. For example:
• Capital Gains with Investable Assets of $2MM+ = 1,247,957
• Guaranteed Income with Investable Assets of $500K+ = 3,079,957
• High Current Income with Investable Assets of $100K+ = 4,295,365
• Tax Shelter with Investable Assets of $2MM+ = 2,445,185
Join recent users including top online brokerage firms, retirement and health insurance companies, major US banking firms and top financial planning firms to reach an optimal active investor audience. |
