Matrix-Data Solutions, the financial services business intelligence specialist, today launches Financial-Clarity, a revolutionary new business intelligence solution for the UK financial services market. 

Financial Clarity will provide fund managers, life companies, fund supermarkets and wrap platform with an unrivalled insight into their intermediary sales, marketing and distribution operations. It is also aimed at helping management to plan their distribution strategies, ensuring that they are able to evolve their business strategies in the light of the RDR and the rapidly changing Intermediary landscape.

Previously the act of identifying and analysing product sales from UK financial intermediaries has often been a laborious process for providers and platforms, clouded by poor intelligence, a patchwork of legacy systems and inaccurate and complex modelling. With Financial-Clarity, fund managers, life companies and platforms will be able to gain a comprehensive breakdown of their product sales at individual outlet and contact level, allowing sales and marketing teams to identify trends which can be benchmarked against the overall market, as well as to finesse their offerings to ensure that their distribution strategies are working effectively.

Ian Beaumont, Managing Director of Matrix- Data explains,
“We believe that Financial-Clarity will optimise the way that sales and marketing teams in financial services work.  Financial-Clarity transforms the way that the industry plans its Intermediary sales, marketing and distribution operations.  For too long, sales and marketing teams have had to rely on piecemeal, which is out of date before they even receive it, and is difficult to integrate into their business intelligence strategies.  Financial-Clarity is 100% web-enabled, so it’s really easy for sales and marketing teams to use the real-time information we provide to plan their campaigns. We also offer reporting dashboards which automatically use the latest market data, and can deliver the results into any CRM system. It’s faster, simpler and more accurate than anything else on the market.”

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