The Smarter
Path to Customer
Acquisition

How Acxiom will help Probity Advisors reach the right clients, cut wasted spend, and accelerate growth.

Explore the Solution

The Issue

Rising Cost to
Get New Clients

Across Probity's paid channels, customer acquisition costs are rising and engagement is falling — both trending in the wrong direction.

Annual Media Spend
$25M
Deployed annually across paid channels
Cost per Click (YOY)
↑ 9%
Cost increase across all major channels
Click to Lead (YOY)
↓ 11%
Less likely to capture email for future engagement
Lead to Appointment (YOY)
↓ 14%
Leads are not transitioning from digital to direct engagement

The Solution

Unlocking Lead Engagement
through Data Enrichment

Harvest the power of InfoBase, the gold standard for consumer data, delivering the right message to the right prospect to drive advisor meetings — and a more effective ad dollar spend.

Presentation cover
Open Presentation
From the Same Playbook Data Drives 350% Lift for Educational Institution See how Acxiom's data enrichment strategy produced a 350% lift in campaign performance for an institution targeting high-value prospects — a parallel to what's possible for Probity.
Read on Acxiom.com

In Action

The Real Story
Behind Every Prospect

Do you know your prospects? Acxiom can help paint the true picture through data enrichment. Click the Enrich with Acxiom button below to see how we can fill in the gaps to help you tailor their experience and drive action.

probity.salesforce.com / data-cloud / prospects / PA-004821
Probity
Advisors
Audiences
Audience Insights
Enrichment Status
Segment Builder
Targeting
Campaign Audiences
Suppression Lists
Look-alike Models
Identity
Prospect Profiles
Match Reports
Analytics
CAC Dashboard
Attribution
Prospect Profile
CRM Record #PA-004821 · Imported from Salesforce
Acxiom Match · 97% confidence
MC
Michael Chen
Dallas, TX · Senior Vice President, Meridian Financial Group
LinkedIn Ad → Whitepaper Download · Mar 2025
What Your CRM Knows
Full Name
Michael Chen
Age
Unknown
Location
Dallas, TX
Email
m.chen@meridianfg.com
Employer
Meridian Financial Group
Title
Senior Vice President
Household Income
$150K+ (ad targeting)
Last Action
Whitepaper download — March 15, 2025
Acxiom Enrichment 8 sections · 50 data points
Financial Profile
Estimated Investable Assets
$1.4M – $2.1M
Estimated Total Net Worth
$3.2M – $4.8M
Liquid Assets
~$380K
Primary Asset Classes
Equities · Real Estate · RSUs
Investment Risk Profile
Moderate-Aggressive
Annual Investment Income
Est. $42K – $68K
Retirement & Life Stage
Age
58
Retirement Proximity
7–10 years
Estimated Retirement Age
65–68
Life Stage
Pre-retirement accumulation
Current Savings Rate
High — >20% of income
Defined Benefit Pension
No signal detected
Medicare Eligibility
~7 years out
Family & Household
Marital Status
Married
Spouse Employment
Employed — dual income household
Dependents
2 adult children · 1 college-age dependent
Household Size
4
Homeownership
Yes — primary residence (Dallas, TX)
Estimated Property Value
$1.1M – $1.4M
Wealth Event Signals
Property Sale
Q3 2024 — est. $850K (Dallas, TX)
RSU Vest Cycle
Active — NASDAQ-listed employer
401(k) Rollover Candidate
Yes — prior employer plan detected
Stock Portfolio Activity
Elevated — Q1 2025
Inheritance Signal
Low probability
Business Ownership
No signal detected
Financial Account Activity
Brokerage Accounts
3 (Fidelity · Schwab · TD Ameritrade)
Account Types
Taxable · IRA · 401(k)
Self-Directed AUM
Est. $680K
Trading Frequency
Active — monthly rebalancing
Current Advisor Relationship
None detected
Likely to Switch Advisor
High propensity
Digital & Behavioral Signals
Email Engagement Rate
High — >40% open rate
Content Interests
Retirement planning · Tax strategy · Estate planning
Primary Device
Desktop 72% · Mobile 28%
Social Platform Activity
LinkedIn — active user
Best Contact Window
Weekday mornings · 8–10am CT
Ad Platform Presence
LinkedIn · Google · Meta
PersonicX Segment
Segment Code
Group J · Segment 36 — "Settled In"
Cluster Description
Affluent, established pre-retirees in suburban owner-occupied homes with high investable assets and minimal debt
Household Income Tier
Tier 1 — Top 10% nationally
Financial Sophistication
High — actively manages investments
Charitable Giving Propensity
High — donor to education & arts
Media Consumption
Business press · Financial news · LinkedIn
Purchase Behavior
Premium brands · Travel · Home improvement
Advisor Receptivity
High — segment responds well to personalized outreach
Identity Resolution (AbiliTec)
AbiliTec ID
ACX-2847-MC-5519
Match Confidence
97%
Identity Sources Matched
4 — email · phone · address · digital ID
Duplicate Records Resolved
2
Last Data Refresh
May 2025
CCPA / Privacy Status
Eligible — no opt-out on file
Recommended Action
Priority
↑ High
Recommended Message
Retirement planning + wealth preservation
Recommended Channel
LinkedIn retargeting + email nurture
Suppress From
Mass prospecting · Low-AUM campaigns
Next Best Action
Invite to retirement planning webinar
Estimated LTV Tier
Tier 1 — High Value

Ready to Execute?

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