Financial-Clarity Press release – June 2010

This week the three most significant platforms in the industry have committed to use Financial-Clarity for their future intermediary market intelligence requirements. Cofunds, Fidelity FundsNetwork and Skandia have all entered into long-term contracts with Matrix Solutions. We believe this marks our place as the unrivalled intermediary market intelligence supplier in the UK.



Key representatives from all three companies have expressed their enthusiasm for the features and benefits on offer:

"The market place is changing rapidly and it is essential we can track advisers' business models and their use of platforms accurately and cost efficiently. The detail we have through Financial-Clarity will deliver this, whilst at the same time enabling us to support financial advisers more effectively and maintain our high levels of adviser service."

Andy Davies, Director of Adviser Sales, Skandia

"Matrix have demonstrated a fantastic appreciation of the intermediary market, and, importantly, as the market continues to evolve, a strong desire to develop sales and marketing processes accordingly. We believe the entire industry will benefit from a better understanding of our partners and customers."

Paul Richards, Sales Director, Funds Network

"The product development has been impressive - the web based dashboards and ease of integration makes this an easy decision for us. Financial-Clarity has as good market coverage as any solution out there, and that will only improve as the platforms unite behind a single supplier."

Alastair Conway, Sales & Marketing Director, Cofunds

Matrix believes Financial-Clarity will be the only intermediary market intelligence system that gives a complete view of this key distribution channel. These 3 firms together make up 77% of Assets under Administration on UK B2B platforms, totalling almost £79bn of an overall market of around £120bn. (Source: The Platforum)

Ian Beaumont, CEO of Matrix Solutions, says: "This marks a seminal moment for Financial-Clarity and heralds dramatic improvements for all players in the industry. You've all been crying out for a 21st century solution and it really delivers."

 

 

Why have these key firms committed to Financial-Clarity?

"I believe it is because we offer our services at a fair price, we put our customers first and we offer great solutions comparable with any equivalent offering in any market. There is now a clear choice for customers to move decisively to the future of financial intermediary intelligence that is Financial-Clarity and ensure the best possible market coverage for themselves and everyone."

We will be getting in touch with key representatives at all firms over the coming weeks as the pilot programme draws to a close at the end of Q2. If you'd like more information or the opportunity to refresh your knowledge of Financial-Clarity then please visit our website www.financial-clarity.com or attend our next webinar at 10am on Wednesday 23rd June.

Please respond to this email with the subject line webinar if you'd like to be sent an invitation and link. Finally, if you'd like to speak to one of the customer services team please contact us on our freephone number 0800 074 0574.

Published on:01/06/2010

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