Detailed insights into the growing UK wealth market
Understanding clients and their assets can be difficult especially if they are utilising multiple plans. WealthView can help to provide visibility of income, liquid assets and financial attitudes for a better understanding of client portfolios and effective multi-channel marketing.
Better insights for a better customer experience
Our sophisticated dashboard visualisation tool
WealthView has a comprehensive suite of features aimed to assist wealth managers in making sound decisions and discovering untapped opportunities within the UK’s wealth market. Among the key components of this insight is a sophisticated dashboard visualisation tool, which includes market size and behaviour documentation.
Clients can opt to append a range of wealth insights to their own customer base, such as income, asset band or segmentation models, resulting in a deeper understanding of client portfolios and headroom assessment. Using these insights, we can also offer a campaign-based pricing option, enabling you to reach target audiences through digital channels, direct mail and locational targeting. For further personalisation, the dashboard can be customised with first-party data, to support lead or model scoring.
Introducing our WealthView demo
This demo video will provide a short run-through of Experian’s powerful insight solution, showing dashboard content and functionality for your analysis.
Download our brochure
How can I access WealthView for Financial Services?
We will provide a solution that fits with your budget and requirements, but you can rest assured that our data is collected, compiled and delivered to the highest possible quality.
Request a consultationThe benefits at a glance
Size and identify untapped markets
Gain insights into the UK asset and income distribution
Optimise headroom
Understand and grow your share of customers wealth
Tailor services and offerings
Understand consumer attitudes for more relevant communications
Optimise marketing
Focus your campaigns through traditional, online or geo locational channels
Enhance competitive edge
Make informed strategic decisions and stay ahead of competitors