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The opening data of U.S. securities accounts represents a group of real users with clear investment behavior or account opening intention. In the actual marketing, notification or financial service execution process, companies often cannot directly reach these users. The reason is simple: there is no valid contact details, or the number itself is not available. At this time,WhatsApp mobile number detectioncan become a powerful bridge to help you find those who have openedUS Securities Account, againMobile phone numbers of real users active on WhatsApp.
Why do you need to verify both the U.S. securities account andWhatsApp user status
Separate possession of U.S. securities account opening information does not mean that the user can be contacted directly. Many data sources may only provide email addresses or invalid mobile phone numbers, or although the mobile phone number is real, the user has not activated it.WhatsApp makes it impossible to reach private areas. From another perspective, just knowing that the user has opened WhatsApp cannot determine whether the other party has financial attributes and is a real demand group in the securities field.
Therefore, a truly accurate customer pool must screen out thoseAlso have U.S. securities account opening recordsandpassWhatsApp mobile number is detected and verified as an active usermobile phone number data. The users obtained after this double verification not only have identities and behaviors, but are also accessible and able to communicate.
This type of user is particularly suitable for the following scenarios: InvestmentAPP new users, return visits from securities platform users, secondary reminders for account opening conversions, product portfolio recommendations, financial product distribution, etc.
How to prepare data: source structure determines filtering effect
If the company already has some U.S. securities account information, it usually includes the user's name, email, registration time and mobile phone number. It is also possible to obtain bulk mobile phone number data from third parties or cooperative platforms, and the accuracy of these numbers is often uneven. Some may not be activated, may be in the wrong format, or may even be completely indecipherable for U.S. users.
To passWhatsApp mobile number detectionTo verify the true availability of these numbers, data standardization must be performed first:
The mobile phone number must include the country code (for the United States+1)
The format needs to be unified asThe structure of “+1+number”
If there are additional fields such as account opening time and source channel, they can be reserved for filtering and marking.
After the above processing is completed, this batch of numbers can be imported in batchesDigital Planet Number Screening and Detection Platformto verify.
Use the Digital Planet platform to complete the cross-screening operation process
In actual screening, the platform will complete the following actions:
The first step is to verify whether the mobile phone number is a US domestic number and filter out empty numbers and duplicate numbers.
The second step is to determine whether the number isAlready activatedWhatsApp account
The third step is to match the number with the uploaded securities account field and mark it as"Securities account opening + WhatsApp has been activated"
The fourth step is to output a list of data that can be used directly, including mobile phone number, status, and label fields.
Through this step, companies can accurately locate those who have opened accounts on U.S. securities platforms, andActive WhatsApp user groups. The biggest characteristics of these users are: strong investment awareness, authentic contact information, and access to private communication channels.
A cross-border financial services company once collected information through advertising channelsThere are 48,000 pieces of data on customers interested in opening a U.S. securities account, but the conversion rate has been stagnant at around 2%. They imported the original mobile phone number into the Digital Planet platform forWhatsApp mobile number detectionAfter that, only filter out12,000 numbers are real, online and active on WhatsApp. After re-launching, the user click-through rate reached 11.6%, the account opening conversion increased to 4.9%, and the customer service follow-up cost was reduced by more than half.
How to use the filtered results for practical application
After the detection is completed, the Digital Planet platform allows users to export data on demand, which can be classified according to status labels, number activity levels, country fields, etc. You can create multiple packets:
A text message reminder system
one forWhatsApp Marketing Bot Push
one forCRM system customer regrouping
one forFacebook or Meta ad matching to use as a custom audience
For example, financial product service providers can import this batch of screened mobile phone numbers.The WhatsApp cloud control system conducts the first round of communication through automatic tagging by customer service, and then transfers it to the salesperson for intention tracking. You can also combine account opening time tags to create reminder activities for old customers, such as "Your account has unfinished identity verification, click here to complete" to increase repurchase or wake-up rates.
The risk control value behind WhatsApp mobile number detection
In the promotion of securities or financial services, the validity of the number not only affects conversion, but also affects risk control. Many platforms failed due to batch SMS,WhatsApp messages are reported by users and lead to account restrictions. The root cause is often that the data is not filtered and pushed directly to empty accounts or unused users.
During the detection process, the Digital Planet Platform will also identify the following content in addition to basic status screening:
Whether it is an abnormal registration number segment
Is it a virtual phone (e.g.Google Voice, etc.)
Whether it is recognized as a high-frequency unsubscription number by multiple platforms
These mechanisms allow you to not only screen out available accounts, but also avoid high-risk accounts, fundamentally ensuring delivery channels, account security, and brand reputation.
How to build a convertible U.S. investment user base in the long term
One-time screening can solve short-term delivery problems, but what is more valuable is whether the company can use this to establish a long-term manageable"US Securities + WhatsApp User Data Pool".
The platform supports historical detection record management, automatic comparison, and field update functions. Each time new data is imported, the system automatically identifies whether it is a detected user and updates the label. In this way, one can gradually precipitate:
The identity is true (the securities account has been opened)
Contact information is stable (mobile phone number is in good condition)
Behavior can be tracked (WhatsApp commonly used)
Clear label segmentation (account opening time, source channel)
A high-value user database lays the foundation for the company's subsequent marketing, remarketing, and customer maintenance.
If you currently have securities account opening data, mobile phone number library, lead form, and advertising message data, you might as well try uploading it toDigital Planet Number Screening and Detection Platform, run a round of cross detection, and put the trueScreen out the group of people who can be contacted, transformed, and tracked. The data itself is not valuable; the filtered data is the real asset.
digital planetis a world-leading number screening platform that combinesGlobal mobile phone number segment selection, number generation, deduplication, comparison and other functions. It supports customers worldwideBatch numbers for 236 countriesScreening and testing services, currently supports40+ social and apps like:
The platform has several features includingOpen filtering, active filtering, interactive filtering, gender filtering, avatar filtering, age filtering, online filtering, precise filtering, duration filtering, power-on filtering, empty number filtering, mobile phone device filteringwait.
Platform providesSelf-screening mode, generation screening mode, fine screening mode and customized mode, to meet the needs of different users.
Its advantage lies in integrating major social networking and applications around the world, providing one-stop, real-time and efficient number screening services to help you achieve global digital development.
You can find it on the official channelt.me/xingqiuproGet more information and verify the identity of business personnel through the official website. official businesstelegram:@xq966
(Warm reminder: When searching for the official customer service number on Telegram, be sure to look for the username.xq966), you can also verify it through the official website personnel:https://www.xingqiu.pro/check.html, confirm whether the business contact you is a planet official
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