Case Study: Leading U.S. Bank reduces prescreen list creation time by 36% and triples monthly campaigns with Equifax Segment Manager

Leading Bank Enhances Prescreen Efficiency for Card Acquisition Campaigns

A leading U.S. bank that relies on prescreen direct-mail offers for credit card acquisition faced slow list development: complex champion–challenger selection criteria were handled with a manual, Excel‑based counting process that stretched list creation to 11 days and limited marketing to one prescreen campaign per month.

Equifax deployed its online Segment Manager so the bank could run selection logic against the full credit file and get on‑the‑fly counts with waterfall and split/merge functionality, enabling rapid scenario testing and exports. As a result, prospect list development fell from 11 to 7 days (a 36% reduction) and the bank increased campaign volume from one to three per month.