Newsletter - May 2009

Financial Clarity picks up speed as more companies sign up for free pilot

The launch of Matrix Financial Clarity, our new industry wide market data research, sales and marketing support tool is going well, and seems to be hitting the right note with its intended audience of the fund managers, life and pension companies and platforms. In the past few months we have been to see over 60 of the UK’s leading financial services companies, and all of them have been impressed with what they have seen. A significant number are already using our pilot system, with many more signed up and ready to start their free trials in the next few weeks.

The Matrix Financial Clarity system gives unrivalled marketing and sales information on the UK intermediary market, and the pilot system can be adapted to precise client requirements (as, or course, can the finished product). The pilot consists of us populating the system with real sales data across all relevant product ranges, and then giving access to it via our powerful analytical software, Matrix Faststats. Much to the amazement of many of our clients, there is no charge at all for the initial trial, although we are finding that many are taking advantage of the system’s new analytical capabilities to identify the value of associated projects that we can help with, such as integrating their cleaned and refreshed contact and sales data into their existing CRM systems.

If you wish to find out more about Matrix Financial Clarity, or wish to sign up for a free initial trial, please do not hesitate to contact David Lovell or Steve Hamlet on 020 7074 1200.