Answer Your Most Critical Business Challenges

Since 1996, IXI►Net Member Firms have turned to the Securities Brokerage and Mutual Funds Practice as a single source for the most accurate, reliable and relevant source for Direct-Measured™ wealth-based market sizing, market share, market growth and client segmentation solutions. 

We help the nation’s leading financial services marketers answer their most critical business challenges:

• How can I benchmark my performance (by branch or client segment) against my peers?
• Which customer has the most potential to increase their assets with my firm?
• What’s my market penetration geographically … am I gaining or losing share over time?
• How can I find more prospects that are like my best clients? Where are they located?
• Where should I open or close new branch offices or investment centers?
• How many Financial Advisors do I need?  How can I evaluate their “book-of-business”?
• How many “Affluent Accounts” ($500k+) were opened in the last 6-months, and did I get my fair share?
• How do I optimize my product and marketing strategies to serve the unique, highly specialized and ever-changing investment needs of my best customers and prospects?
• How can my firm identify markets with a high allocation of ETF assets?

Improve Sales Management and Target Sales Opportunities

IXI’s Mutual Fund solutions are unmatched in their coverage and level of precision because they are powered by the industry’s only geographic-based intermediary-sold fund sales database.  With IXI’s highly actionable, market-level data you can:

• Align your custom wholesaler territories and custom distribution channels based on where sales are occurring at the 5-Digit ZIP Code level
• Measure relative market share and sales growth rates versus a set of your peers
• Analyze the demand for mutual funds, by broad fund objective, for all geographic levels
• Identify voids in distribution coverage by channel, B/D firm and geographic area

IXI’s retail assets database—representing nearly $10 Trillion in direct-measured wealth information—helps financial services marketers achieve a superior level of detail to guide critical business planning and will enable you to:

• Accurately measure market share, share change, & asset growth rates versus a peer group
• Analyze the demand for any investment product, by channel, for all geographic levels
• Align sales and marketing resources to those customers and geographies with the most wealth
• Identify which products to cross-sell and up-sell to your existing clients and new clients
• Understand channel dynamics (Full-Service Brokerage versus Discount Brokerage)

Gain a Competitive Edge with IXI’s Wealth-Based Prospect Targeting and Customer Segmentation Solutions

Wealth and investable assets are highly skewed to a relatively small number of households, and those households are increasingly difficult to accurately target.  IXI’s wealth-based prospect targeting and household scoring and customer segmentation solutions will help you identify where and who your best clients and prospects are. 

You’ll gain a decisive competitive advantage and can empower your Financial Advisors with targeted, accurate, on-demand prospect information:

• Target current clients to up-sell/cross-sell additional investment, annuity or bank products
• Achieve higher sales growth by focusing on untapped money within your client base
• Focus prospecting activities within specific markets and accurately qualify leads based on wealth and investment potential - at all levels of geography