Fact Sheet
WealthTag™: Discover your customers true potential value to your business
Matrix-Data's wealth tagging service solves this dilemma by identifying your most wealthy customers. Confidentially, we match your client list to our unique wealth profiling databases and identify which are high net worth individuals, measured against carefully selected criteria. Your list is returned with appended wealth indicators in a format that allows you to re-import wealth indicators back into your customer databases. Using WealthTag™ filters, you will be able focus your marketing strategies on customers whose current expenditure does not match their potential value to your business.
Our WealthTag™ profiling service comprises two key "tagging" products, ShareTag™ and PropertyTag™. These tags can be used separately to identify specific types of wealth or together to identify a broader range of wealth indicators and to filter crossover between the profiles.
ShareTag™
Tags wealthy investors found in an organisations customer databases when
matched against the top 2.5m wealthy private investors in the UK. These can be
segmented by investment propensity, type, risk, tax break filters and many
more. Data is sourced from Matrix-Data’s Investor Database (MID), the UK’s
leading resource for private investment information for over 20 years.
PropertyTag™
This tag identifies individuals or households in customer databases who own
high value properties in the top two tax brackets. The top 1m UK residential
properties are matched against customer records. Additional filters include
tenure, residence duration, type of property and other geo-demographic filters.
This foundation data is a subset of Matrix Data’s Property Value Database
(MPVD), which covers all UK residential property.
FreeWealthTag™ Audit
Matrix-Data offers a free data audit, allowing organisations to establish how
many matches are found in their data, before committing to any budget
allocation. In this way, we can help you discover hidden opportunity and
outstanding insight into the source of your business revenue, and help you plan
and execute precision targeted marketing to your high value clients.
To discuss your digital marketing needs in more detail and to learn more about WealthTag™, please contact our sales team, through the website, via email sales@matrix-data.co.uk or by telephone on 020 7074 1200.
HIGHLIGHTS
ABOUT MATRIX-DATA's WEALTHTAG™ SERVICES
For over 20 years, Matrix-Data has provided investor intelligence and demographic segmentation data to the Financial Services, Utility, Telco, Charity and other industries. At the heart of these solutions is the Matrix- Data Investor Database (MID) which has captured significant private investments for over 20 years. This provides a unique timeline of wealthy individual investment trends. Over 2.5 million individuals, with collective investments exceeding £27bn, are recorded. The database has raised in excess of £10bn in investment and sales for our clients.
The Matrix-Data Property Value Database (MPVD) contains over 22 million index linked UK residential properties. Data is sourced from HM Land Registry, leading building society trend reports, and through our strategic partner, Experian. Property type, tenure, residency time and more are available as filters and measures for our clients.