Data Driven Marketing Real-time Append APIs

Wallet Insights

WalletInsights™ is DDM™ Services’ gateway that allows businesses to combine their firm’s data with Equifax’s wealth, economic, and credit insights. This interactive, web-based platform empowers companies with the information they need to make decisions and grow their businesses.

WalletInsights can help companies:

  • Target highly profitable customers
  • Jump on profitable markets
  • Isolate and manage risk
  • Drive rapid changes to field teams
  • Monitor performance in fast changing markets

RealTime Append allows clients to gain real-time, actionable customer data and financial market insights through the following:

  • REST or SOAP APIs provide the flexibility to access data in real-time rather than relying on batch processing. POS employees receive an immediate decision based on the configurable back-end rule engine that utilizes client rules.
  • Dashboard and reports modules help companies identify profitable markets and monitor performance. Marketing, risk, and strategic analysts can segment their target markets by using estimates of customers’ wealth, outstanding credit, income, spending, and more to make decisions regarding go-to-market plans, branch planning, advertising, product promotions, and risk management.
  • Tactical applications provide companies with estimated financial information about customers and prospects that enables sales, marketing, branch, and point-of-sale personnel to quickly prioritize consumers based on their likely value to the company, and deliver the right offer to the right customer.


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