Fact Sheet
Matrix Financial Intermediary Email Database
The Matrix Financial Intermediary Database is a combination of data sources:
- The FSA Register
- Matrix-Data research
- Centaur Publications readership (Money Marketing, Mortgage Strategy and Fund Strategy.)
- www.mylocaladviser.co.uk
- Trade Organisations
It has been designed to enable users to identify and target distinct groups of Investment, Mortgage, Protection and Insurance advisers. Data is constantly researched and updated, including monthly cross-referencing with the FSA Register, to ensure a current and comprehensive "universe" at both firm and contact level. The database also contains branch addresses, in addition to authorised individuals at each firm of intermediaries.
Matrix now offers an end-to-end intermediary e-marketing solution:
- Set up and design
- Selection of appropriate target audience
- Dispatch of email
- Full reporting
- Integration with Online methods
- Account Management
Principle selection Filters:
| Geographical area: | County, postcode, proximity |
| Business type: | Limited company, partnership, sole trader |
| Job title: | CEO, MD, marketing director, compliance, etc. |
| Regulator/Network: | Directly regulated and Appointed Representatives |
| Business structure: | By % of turnover in particular activities |
| Staff size: | Total employees and sales staff |
| Turnover: | Total fee or commission income and % fee income |
| Client base: | Number and type of clients |
| Information Technology: | Website, Internet, E-mail, CD-ROM, etc |
Prices:
| LIST RENTAL | |
| One-off list rental charges: | |
| Includes data rental, dispatch & reporting | £450/'000 contacts |
| DATA LICENCE | |
| Allowing multiple use up to 6 times per annum: | |
| Selected information | £1,200/'000 contacts |
| Set up costs (per campaign) | From £500 |
To discuss your data requirements in more detail, please contact our sales team, through the website, via email sales@matrix-data.co.uk or by telephone on 020 7074 1200.
HIGHLIGHTS
| Addresses | c. 62,609 |
| Total Unique e-mail addresses | c.15,000 |
| Unique investment e-mail addresses | > 7,000 |
| Unique mortgage e-mail addresses | > 7,000 |
| Unique protection e-mail addresses | > 7,000 |
| Unique insurance e-mail addresses | > 8,000 |
DATA INTEGRATION
We have assisted our clients in many data and systems integration projects. Using our detailed knowledge of Financial intermediary data, we can assist with the matching and cleaning of our client’s contact or CRM data, 3rd party market data, website and administrative data sources.
MATRIX FS:web
Matrix-Data has also developed an on-line version of the financial intermediary database. Matrix FS:web operates under a renewable annual license agreement. Hosted at our offices the data is updated weekly.