Case study: Zopa

Understanding your customers

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Case study: Prudential

Integrated insights and reports in one place

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Case study: British Friendly

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The first truly collaborative marketing database ever constructed for the intermediary sector

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Case Study: River and Mercantile Asset Management

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Unearthing hidden gems

The importance of cleansing your client bank data and discover unknown treasures

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Case Study: Seneca IM

Identifying key prospects

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Create sales and marketing strategies to grow your business

We provide market intelligence to the life, pension, investment, platform and mortgage industries as well as direct to financial advisers.

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.