Case Study: Leading U.S. Bank achieves realistic branch growth goals and optimized resource allocation with Equifax MarketMix

Leading U.S. Bank - Customer Case Study

A top-10 U.S. bank needed an objective way to evaluate branch performance: while branch AUM was known, the bank didn’t know how branches compared to competitors or whether locations matched market opportunity. Leadership wanted realistic growth targets by market, better location assessments, and optimized staff and resource deployment.

The bank used MarketMix to estimate market size, share, and growth, plotting each branch into four quadrants to identify high/low share and growth situations. The analysis revealed which high‑AUM branches were in stagnant markets, which low‑AUM branches actually held strong market share, and where branches should be added, combined, or reduced—enabling the bank to reset growth goals and reallocate resources toward faster‑growing geographies.