Case studies

We are only as good as our latest piece of work. This is a mantra we take very seriously as we continually strive to offer excellent service and innovative solutions to our clients. In our case study area you can download PDFs which showcase our work in more detail. Our case studies help to convey a sense of our overall approach to solving client problems and how we help them achieve organic growth.

Please download any of the following case studies that are of interest to you from the list below:

Witan Case Study

Matrix Solutions specified the requirements for the data feed from Witan Investment Trust's administrators and their media call centre agency. Using Matrix's "Enhanced Intelligence" services, software was created to process and integrate the data and match it against individual investors.

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Unique Boutiques Case Study

Matrix Solutions undertook a combination of offline and online mailing campaigns for the annual Unique Boutiques roadshow over the course of several years.

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Skandia Case Study

Our objective was to provide Skandia with a valuable information system to assist with research activities and product strategy as well as helping with TCF (Treating Customers Fairly) and other regulatory requirements.

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Prospecting For Gold Case Study

Using Matrix Enhanced Intelligence services and expertise the data from several sources, including Prospecting for Gold constituent data, Matrix Investor Database, the UK Postal Address File (FAF) and multiple charity donor lists, was de-duplicated, matched and integrated.

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Foresight Case Study

Having delivered very successful prospect and client marketing campaigns over the years, Foresight charged Matrix with contacting potential investors and generating interest in their Solar VCT fund through financial intermediaries. We undertook a direct marketing campaign targeted using our well established Matrix Financial Intermediary Database and our Matrix Investor Database.

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Innvotec case Study

Matrix Solutions undertook a combination of offline and online marketing campaigns to generate warm leads for the Anglo Scientific EIS Fund managed by Innvotec in conjunction with Anglo Scientific (AS) & London Court Limited. Innvotec sought to generate interest from Financial Intermediaries who advise on EIS, VCT and tax efficient funds. The fund also required contacts with a propensity to invest in Enterprise Investment Schemes (EIS).

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