Top Opportunity
Top Wealth Management Leads
Customers 0–3 years away from retirement with over $1 million in investable assets
Leads597 Total Assets$752M
Top Risk
Direct Deposit: Social Security
Customers already collecting Social Security.
Leads1,651 Annual Deposits$23M
Top Opportunity
High Yield Savings Leads
Customers who have over $10k in cash earning little to no interest.
Leads2,146 Total Assets$350MAll Segments
Date RangeAll
Filters
| Segment | Leads | Assets | Product | ||
|---|---|---|---|---|---|
| Nearing Retirement: $1M+Customers 3–0 years from retirement with $1M+ in investable assets | 590 109 New! |
$752M | Wealth Management | ||
| Nearing Retirement: $500K–$1MCustomers 3–0 years from retirement with $500K–1M in investable assets | 146 | $110M | Wealth Management | ||
| Nearing Retirement: $251–$500KCustomers 3–0 years from retirement with $251–500K in investable assets | 114 | $43M | Wealth Management | ||
| Just Retired: $1M+Customers who retired in the last 3 years with $1M+ in investable assets | 146 | $363M | Wealth Management |
Top Risk
Social Security direct-deposit opportunity
1,651 members are already receiving Social Security income.
Activity window: Last 90 days
1,651 eligible members·87 added recently·$23M estimated annual volume
Signals behind this opportunity
Reached eligibility age1,651
Entered benefit income1,455
Used Social Security tool1,204
Election age set or passed, Social Security benefit income entered, and activity within the last 90 days.
Based on activity in Silvur
Recommended next step
Launch direct-deposit outreach
Audience: 1,651 members
Destination: Marketing tools