MONTHLY PROFILES
Understand and deepen customer relationships, identifying time sensitive opportunities to provide advice, and offer products and services fitting your customers’ needs.
Get Access to Five Monthly Profiles
Each month, a demographically presented knowledge set of your customers based upon their transaction activity they have with your bank over the past 12 trailing months
AccountProfileTM
Account level summary information covering nearly 250 items ranging from income, mortgage, credit card to loans, insurance and more.
HouseholdProfileTM
Household or Customer level summary covering nearly 250 items including income, mortgage, credit card, loans, insurance and more.
CreditCardProfileTM
Detailed payment data, including breakouts of the top major and store competitive credit cards your customers are using. Also includes metrics for determining the extent which payments are “revolved” versus “fully transacted”.
BusinessProfileTM
Business level summary of merchant services, payroll processing, bank transfers, loans, and investments activity. Identify your consumer customers conducting business transactions using this file.
InvestmentProfileTM
Summary of specific types of investment and bank transfer activity including brokerage, mutual funds, stocks, bonds and CDs. Learn the top competing financial institutions and investment firms your customers have relationships with and the extent they are transacting with them.
Contact IFM today to learn more about how the IFM monthly profiles can benefit your analytics teams today!
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Have Questions? Give us a Call
Minneapolis Office
Phone: (815) 708-8981
Washington, DC Office
Phone: (703) 856-4060
Japan Office
Phone: +81-3-6861-7647
Cell: +81-90-9814-4248