WealthStage™ transforms how financial brands activate media campaigns to drive business returns. We help leading firms extend customer data, authoritative third party wealth and lifestage data across digital media to make informed advertising decisions.
WealthStage™ transforms how financial brands activate media campaigns to drive business returns. We help leading firms extend customer data, authoritative third party wealth and lifestage data across digital media to make informed advertising decisions.
WealthStage is the only advertising platform built to deliver outcomes for financial services. Using AI, we combine third-party wealth and lifestage data, real-time signals, and advertiser insights to create a more accurate customer view. WealthStage unifies disparate customer signals to make media activation seamless and measurable.
Financial Services marketers are facing transformational shifts: changing US macroeconomics, generational differences in consumer behavior, and rapidly changing household formations. WealthStage allows marketers to identify the overlap of assets, lifestage events, and consumer behaviors to reach their evolving target market.
WealthStage allows marketers to use the same trusted data sets powering their customer strategy, making digital advertising easier to activate, measure, and analyze. Its core technology, the WealthStage Engine™, evaluates household wealth, lifestage indicators, and intent, allowing marketers to engage with households when interest, capacity, and opportunity align.
Financial services marketers can use assets, financial capacity, and investment propensity data to differentiate households that may look similar demographically but have very different financial needs and potential value.
Unlike demographic targeting based primarily on age, income, or geography, WealthStage gives marketers a full view of household wealth when engaging customers for brokerage accounts, wealth management, retirement products, lending, insurance, credit cards, and other financial products.
Wealth targeting includes financial characteristics such as household assets, financial capacity, or investment propensity to create more relevant audiences, whereas income only measures money earned over a period of time. Two households with similar incomes can have substantially different levels of investable assets, home equity, savings, debt, and overall financial capacity. For financial services marketers, understanding these differences improves segmentation, product relevance, and media efficiency.
Financial institutions spend decades developing customer segmentation, financial models, and analytics; however, a complex digital advertising ecosystem and industry requirements fragment customer intelligence.
WealthStage helps financial institutions extend trusted financial and household intelligence into digital media, including programmatic display, online video, connected TV, and digital out-of-home (DOOH).
Wealth managers can use financial and lifestage intelligence for better precision beyond broad proxies such as ZIP code, age, or income. WealthStage engages with audiences designed for wealth-management acquisition and engagement strategies using financial characteristics, investment propensity, lifestage, and relevant digital signals.
No. WealthStage is for anyone who is interested in aligning a product or service to an individual’s wealth and lifestage will find value in working with WealthStage to drive successful outcomes.
WealthStage works with leading financial services brands across banking, insurance, brokerage firms, credit cards, and more. Refer to Industries & Lifestyles to learn more about our expertise. Refer to Industries & Lifestyles to learn more about our expertise.