Custom Research

Sample Target-Marketing Matrix

Target-Marketing Index Scores for Financial Services -
Created for XYZ Credit Union (Example)
  • If Index Score = 50, the group is only half as likely as XYZCU members, overall, to be good prospects


  • If Index Score = 100, the group is equally likely as XYZCU members, overall, to be good prospects


  • If Index Score = 200, the group is twice as likely as XYZCU members, overall, to be good prospects

NOTE: The higher that the Index Score stands above 100, the more it is recommended that that particular group be included in the promotional mailing for that service

CDs IRAs Personal loans New car loans Used car loans Home eq. loans
Group 1 72 48 117 36 76 62
Group 2 50 81 83 122 82 81
Group 3 78 133 89 134 132 126
Group 4 66 89 116 72 160 68
Group 5 169 181 85 88 121 79
Group 6 203 202 68 133 48 185
Group 7 191 171 143 167 90 195

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