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Global data provider launches Adviser Clarity

By Robbie Lawther, 14 Sep 23

In a bid to provide ‘a critical resource for firms seeking to make inroads into the UK adviser channel’

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Global provider of data, analytics, insights, media, and events solutions to the global financial services industry ISS Market Intelligence (ISS MI) has launched Adviser Clarity.

This will expand ISS MI’s UK product offering that provides information on thousands of Financial Conduct Authority (FCA)-authorised adviser firms, including contactable individuals, for firms to target.

Drawing on ISS MI’s industry leading data repositories, Adviser Clarity contains more than 110,000 unique records of individuals actively employed by FCA-registered firms, enabling sales, marketing, and recruitment firms to actively target UK advisers to enhance their lead generation strategies.

Richard Jones, managing director at ISS Market Intelligence, said: “Adviser Clarity meets firms’ need for intelligence and contacts that enable them to allocate sales and marketing resources effectively, providing a critical resource for firms seeking to make inroads into the UK adviser channel.”

Adviser Clarity enables users to:

  • Identify FCA-authorised contacts from a database of more than 110,000 contactable individuals, with comprehensive contact-level information including a breakdown by firm, branch, and network relationships;
  • Access quality and up-to-date contact records and role-related information including e-mail, phone, LinkedIn handle, job title, and client-facing role;
  • Size firms by sales volumes and identify business opportunities using ISS MI’s expansive Financial Clarity data covering more than 90% percent of the UK retail funds market; and
  • Target firms for events and campaign activity, with interactive map and pinpoint functions.

 

Tags: Research

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.