Seneca Investment Managers (Seneca IM), the Liverpool based multi-asset value investment manager, has appointed Equifax Touchstone to provide intermediary management information (MI) to support its financial adviser distribution strategy.
The appointment will see Equifax Touchstone provide data highlighting intermediaries using products similar to those offered by Seneca IM. The data is delivered through an online tool that provides bespoke reports based on sales volumes, fund picks, geography and firm type. This allows Seneca IM to develop appropriate distribution strategies across different types and size of firms, and then drill down to details of the key people at each organisation.
Steve Jackson, Head of Retail, Seneca IM said: “We have big plans for the business and powerful, targeted and accurate management information is a key part of us delivering on these plans. I can rely on the Equifax Touchstone data to augment and broaden my own contact base and really drive our distribution strategy forward. We have a compelling offering and message for those seeking income, growth or both that we need to get out to advisers, and Equifax Touchstone is the ideal partner to help us do that.”
Stephen Kennedy, Senior Account Manager, Equifax Touchstone said: “Seneca IM understands that the distribution landscape is constantly evolving and appreciates how current, accurate data can supplement their own internal knowledge. We have worked with Steve in his previous roles and it’s always really rewarding when a client seeks you out to continue a relationship in their new role. It highlights that the help and support we offer is valued, and we are respected as a trusted provider of data analytics and insight by our clients.”