Product Overview

Single Advisor View uses data from the Financial Conduct Authority, MyTouchstone and various other sources to help you cleanse and maintain your financial intermediary customer relationship management (CRM) systems.

By outsourcing CRM data maintenance, your account management teams can be focused on what they are best at: optimising your sales and marketing effectiveness.

Single Advisor View takes your files and then matches and compares them with the Touchstone universe. We then return the analysis to help you gain better insight into your intermediary contact database to improve targeting and segmentation.

The cleansing and analysis updates inaccuracies and identifies where advisers are located and their areas of specialisation. Single Advisor View will also highlight gaps in your dataset which can be filled to help ensure you hit the right intermediaries with the right message at the right time.


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