Create sales and marketing strategies to grow your business

Our intermediary and customer profiling tools help you gain better insight into your business environment, and to create and implement sales and marketing strategies that will most profitably grow your business.

Our Touchstone intermediary database is currently used by more than 90 major financial services providers providing market leading, market intelligence to drive your distribution strategy.

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See our range of Products:

Improve distribution effectiveness

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A unique risk-profiling solution that highlights distribution risks

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Consumer investment purchase insights

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A unique segmentation tool using directly measured investment sales data

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A clear view of your distribution strategy with the ability to make real time changes

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The first truly collaborative marketing database for the intermediary sector

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