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Matrix launches Financial Clarity

Matrix-Data Solutions has today started deployment of the BETA release of Financial Clarity™, a new and innovative product that gives financial product providers unique insight and tools for their retail sales, marketing and distribution activities. Contact us today to find out on how you can get a completely free evaluation of Financial-Clarity™.

Financial-Clarity™ aggregates retail financial sales transactions of all participating companies and provides each firm with insight into their market share and distribution strategy across direct and channel activities. Financial-Clarity™ is available either:

• as a simple data feed ready for integration into firms internal systems; or
• through Matrix-Clarity™ FastStats, a cutting edge web-based analytics package with integrated graphing, mapping, list generation and reporting capabilities already used by many of Matrix-Data’s clients operating in the financial sector.

Financial-Clarity™ key uses include:

• channel analysis and product development;
• tracking sales team Key Performance Indicators;
• ensuring up to date and complete CRM records; and
• conducting and tracking SMART marketing campaigns.

The market share data is provided at sales outlet level by default, but can be enhanced and:

• mapped to include firm’s sales representatives and distribution structures;
• integrated with the Matrix Financial Intermediary Database (MFID) to give market-wide individual financial Intermediary contact details; and
• matched and integrated into your existing CRM systems to give a fully integrated Single Intermediary View.

Since the pre-launch in September 2008, Financial-Clarity™ has seen tremendous interest from UK financial product providers and interest is growing fast. We already have a large number of well known life, pension and fund management groups awaiting implementation of the BETA product with many more agreeing to come on board following a demo of the system.

As a basic data feed, Financial-Clarity™ offers savings estimated at up to more than 90% against comparable data services. So if you already have a provider we would suggest that you check your renewal dates now as we guarantee to save you money and deliver a substantially better product. We encourage any product provider with an interest in distribution Management Information (MI) and market analysis to take part in our free evaluation to see the power of Financial-Clarity™.

Matrix-Data Solutions Managing Director, Ian Beaumont, says: “In today’s rapidly changing marketplace and operating environment, product providers are searching for cost savings as well as the need for accurate, cutting edge market information and outsourced integrated services to help manage their sales, marketing and distribution activities. Financial-Clarity™ delivers on all these requirements and offers a 21st century solution to retail financial services MI and distribution planning.”

For more information on the benefits of Financial-Clarity™ please contact David Lovell or Steve Hamlet on 020 7074 1200 or email info@matrix-data.co.uk.