case study Accurate customer income estimation is critical to overall and ongoing business success, especially within the financial services industry. From extending new loan offers to account management, financial firms must understand a customer’s income in order to help manage risk and drive stronger growth. Recently, a large, regional financial services company wanted to better understand the income of its customers so it could more confidently address their needs throughout the consumer lifecycle — from prospecting to account management and beyond. Here, we’ll share how a next- generation income model helped the company achieve these goals and much more. Friction, Coverage Gaps and Inaccuracy. There Had To Be a Better Way Few parts of the account origination process are as t

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