Gateway to customizable consumer market analytics that combine your firm’s data with our estimated wealth, economic and credit insights

Wallet Insights™ provides Equifax data product results in real time, allowing you to apply useful financial and economic insights to individual customers and prospects as they interact with your firm and to improve decision making and customer acquisition efforts.

Benefits

WebPlatform_1
Interactive, web-based platform
Empowers companies with the information they need to make decisions and grow their businesses
RealTime_0
Offers real-time access
Gain relevant consumer and market-level financial insights to address business challenges
Teams_1
Drive rapid changes to your field teams
Now make decisions based on configured client-specific rules in real time. You can make the appropriate offer to your prospect based on their profile at a point of sale.
CrossSell_1
Added opportunity to cross-sell
Helps clients to identify their customer base with certain socioeconomic criteria. This would open the door to cross sell the customer with additional services.

Key Features

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      Returns measures instantly at point of sale
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      Measures are returned based off of Address and/or Name inputs
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      Returns most up-to-date measures

Use Cases

Wallet Insights is for businesses that need to:
  • Get instant feedback at the point of sale

  • Maximize the potential of customer visits and conversions

  • More effectively target customers with opportunities for cross-sell that are more relevant to them


Types of businesses and industries that use Wallet Insights include:
  • Automotive

  • Mortgage and Real Estate

  • Banking & Lending

  • Restaurants & Retail

  • Utilities & Telecom

  • Travel & Leisure


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