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Our Financial Intermediary database is widely regarded as the most comprehensive and flexible source of information on financial, mortgage and insurance intermediaries available. It is an invaluable marketing tool for anyone wishing to contact financial advisers; whether investment, mortgage, protection or insurance brokers.
- Marketing Lists
Bespoke list selections from the Matrix Financial Intermediary database available for single or multiple use more...
- Matrix FS:Web
An annual licence gives online users access to the whole database allowing them to generate their own selections, mailing lists and reports. more...
- Client Data Enhancement
Bespoke in house software tools, built specifically for use with financial intermediary data, enable us to clean, deduplicate, match and enhance client customer databases more...
- Matrix FastStats
Cutting-edge intuitive analysis software that enables you to combine, sort and analyse large and complex data sets more...
The database is cleaned on a monthly basis against the FSA Register to ensure a complete and current "universe" of over 100,000 contacts at over 50,000 firms regulated by the Financial Services Authority advising on Investments, Mortgages, Protection or General Insurance . Selections can be made by regulatory status, size, type of business handled and many more criteria. The powerful combination of Matrix-Data’s own research and Money Marketing Circulation list ensures contact details are up to data and accurate.
Our standard Financial Intermediary products and services are outlined below, but we also offer a full range of bespoke financial intermediary data services and solutions.
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.
Marketing Lists
Marketing lists are available for data rental or on an annual licence. IFAs and other Financial Intermediaries can be searched for and selected from a single or combination of fields contained within the questionnaire. It is then possible to pick out, for each firm, the most relevant contact(s) for a particular type of business to construct a highly targeted mailing list.
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.
Download fact sheet.
Marketing FS:Web
A powerful online marketing resource for targeting financial intermediaries, Matrix FS:web combines state of the art internet and database software with the Matrix Financial Intermediary Database, giving licensed users access to the whole database to generate their own selections, mailing lists and reports. It has been specifically written by Matrix-Data to enable non-technical users to generate complex selections for personalised mailshots and detailed reports on distinct groups of all financial intermediaries. Automated daily updates ensure a complete and current universe of intermediaries at your fingertips without the cost and complications of using database administrators and technical support.
To request a demonstration please contact our sales team , through the website, via email sales@matrix-data.co.uk or by telephone on 020 7074 1200.
Download fact sheet.
Client Data Enhancement
Over the last 20 years we have perfected the difficult task of helping our clients maintain clean and accurate customer databases. Using our own unique cleaning and matching processes, many of which have been developed specifically for financial intermediary data, the first stages are the removal of inaccurate and inactive records, followed by a detailed matching at person and firm level against the entire financial intermediary market. Once this has been successfully achieved, the client can enhance their existing database with additional information, bolster their own databases with new relevant contacts and firms, and link with the Matrix Financial Intermediary database to set up automatic update procedures.
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.
Download case study.
Matrix FastStats
Cutting-edge intuitive analysis software that enables you to combine, sort and analyse large and complex data sets. It is an ideal customer intelligence tool for channel and campaign management, sales force analysis, and management reporting, and is capable of holding multiple datasets. The standard system is supplied with the Matrix universe of intermediary firms, but we have assisted many users with the integration of additional in-house or external market data sources.
To request a demonstration please contact our sales team, through the website, via email sales@matrix-data.co.uk or by telephone on 020 7074 1200.
Download fact sheet.
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