Financial Intermediary Database
Access the best financial data with the Matrix Financial Intermediary Database
This is the UK’s most comprehensive database of IFAs and investment, mortgage and insurance brokers. Widely regarded as the industry standard, this is the most comprehensive and flexible source of information on UK investment, pensions, protection, mortgage and insurance intermediaries.
How we verify the data
The database is constantly researched and updated, including monthly cross-referencing with the FSA Register, to ensure a constant and current ‘universe’ at both company and contact level.
The data is further enriched with additional information from specialist sources, including:
This thorough and comprehensive process ensures that the dataset you access is as accurate, up-to-date and clean as possible, enabling you to maximise the penetration of your marketing budget.
How to benefit from the database
There are four ways to take advantage of our database:
1. Financial intermediary marketing lists
Bespoke list selections are available for single use, or for rental or on an annual licence. The data can be provided for both online and offline marketing.
Our consultants will guide you in using criteria on the database to select your required market segment, geographical area or product specialists. They can also help you with any of your marketing requirements, including the provision of a complete campaign management service.
2. Matrix FS:web marketing selection tool
This powerful online marketing resource is designed specifically for targeting financial intermediaries. It combines state-of-the-art internet and database software with unlimited password-protected web browser access to chosen modules of the Matrix financial intermediary database, enabling licensed users to generate their own selections, mailing lists and reports.
The software interface has been specifically written by Matrix Solutions to make it easy for non-technical users to generate complex selections for marketing campaigns. Automated daily updates avoid the need for costly database administrators and technical support.
3. Matrix enhanced data upgrade tools
As part of our enhanced services, we have developed a number of bespoke in-house software tools specifically for use with financial intermediary data. These tools enable us to clean, de-duplicate, match and enhance your existing customer database for you, by cross-referencing with the comprehensive Matrix financial intermediary database.
We recommend taking advantage of our free data audit as your first step towards evaluating any internal or third party list or database of UK financial intermediaries.
4. Inside Intelligence data interrogation tools
As part of our Inside Intelligence services, we have developed a solution to the problem of having many disparate data sources. Powerful software and a suite of bespoke tools allow us to merge, clean, sort and analyse disparate data, to create an invaluable single intermediary view.
This valuable information can be accessed either through Matrix FastStats, our sophisticated analytics, profiling and reporting interface, or fed directly into your existing CRM, contact management or analytical software tools.
Another powerful tool, Matrix Financial-Clarity™, was designed specifically for the UK financial services industry, and combines IFA market share information from the largest financial companies in the UK. Our software enables in-depth analysis of the data, tailored to meet your unique requirements.
These tools are ideal for successful channel and campaign management, targeted sales force analysis and accurate management reporting.
View basic online counts of our databases.
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