Breakthrough Solution Helps Carriers, Distributors, and Producers
Identify Market Potential for Annuities
“By integrating multiple analytic data sets, we can quickly deliver relevant intelligence to carriers and distributors, which can greatly impact their marketing performance,” said Dr.
Combining Two Complementary Services
IAP’s retail market analytics measure current wealth and annuity buying behaviors, and DTCC’s Analytic Reporting for Annuities provides cash-flow statistics and actual market activity intelligence by ZIP code, giving users a clearer picture of annuity market dynamics for a particular area and what the potential is for new business.
IAP’s Annuity Market Assessment can be used across multiple functions, including wholesaling, marketing, market research, online targeting, pricing, and product development. The solution is delivered in Microsoft Excel format and is easily integrated with a carrier’s or a distributor’s current systems, as well as with databases operated by third-party providers.
Founded in 2003, IAP specializes in the development and application of analytic solutions that focus on marketing performance and customer value for clients in wealth management, asset management, insurance, and banking. For these clients, IAP’s Empirics investable asset, product, and retail financial behavior metrics provide new, integrated, forward-looking ways to assess their markets and manage marketing performance.
About DTCC’s Insurance & Retirement Services
DTCC's Insurance & Retirement Services (I&RS) offers a suite of streamlined processing and compliance-driven solutions for carriers and their distribution partners through a secure, centralized and automated infrastructure. This infrastructure enables carriers and distributors to exchange information at various points throughout the annuity and life insurance processing cycle.
DTCC has operating facilities and data centers around the world and, through its subsidiaries, automates, centralizes, and standardizes the post-trade processing of financial transactions for thousands of institutions worldwide. With 40 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry, simplifying the complexities of clearance, settlement, asset servicing, global data management and information services for equities, corporate and municipal bonds, government and mortgage-backed securities, derivatives, money market instruments, syndicated loans, mutual funds, alternative investment products, and insurance transactions. In 2012, DTCC’s subsidiaries processed securities transactions valued at approximately
For more information, visit dtcc.com, and follow us on Twitter: @The_DTCC