Enhancing Business Performance

Providing outstanding data-driven insights and market intelligence to the financial services industry.

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Leverage the hidden value within your data

We enable our clients to increase sales and grow assets under management by providing proprietary, highly strategic and actionable data, insights and business intelligence across our client's organisations. We focus on three core streams: Market Share and Productivity, Customer Satisfaction and Marketing and Communications.

Market Share and Productivity

Increase your firm's market share and productivity by quickly identifying a clear breakdown of the entire market - enabling you to identify and react to any significant changes or trends.

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Customer Satisfaction

With time-series data and insights feeding into the needs, behaviour, and satisfaction of your client base, you can understand the market perception, relative to your peer group.

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Marketing and Communication

Meaningful engagement starts with the right kind of data. Ensure you're sending the right message to the right audience.

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Products and Services

Our comprehensive suite of products and services enables you to turn the information that you hold into actionable insights.


Financial Clarity is a secure data hub containing aggregated market sales data from fund management groups, life companies and platforms to help your organisation to shape it’s sales, marketing and distribution strategies.


Consumer Profile is an additional analytical layer added to Financial Clarity that enhances the visibility of fund distribution channels to the end-investors, allowing in-depth own and market consumer demographic profile analysis.


Mortgage Clarity is an industry wide Product Sales Data (PSD) Aggregator for UK Lenders. Built in conjunction with the Council of Mortgage Lenders (CML) and includes over 96% of all regulated mortgage transactions.


Adviser Connect is the only complete, accurate and comprehensive database of all FCA-registered UK advisers on the market. It’s an invaluable marketing tool to help you promote your products and services to the right audience.


Our campaign management service covers everything from advising you on the nature and timing of your campaign to tracking the responses generated, helping you to maximise your return on investment from marketing.


Clarity Update is a weekly digest for the busy investment intermediary. Clarity Update gives advisers the confidence to know that they are up to speed with sector developments and gives them a set of digital links to the relevant source material, all in one place.