PRODUCT FEATURES - CONSUMER PROFILE TOOL
Bringing your customers to life through analytics

November 2013 sees the unveiling of our brand new Financial-Clarity Consumer Profile tool which has been developed in partnership with Experian, the leading UK Credit Reference Agency. For the first time ever, Financial-Clarity now contains end consumer demographic information which is mapped and modelled against Experian’s Financial Strategy Segments, allowing our clients to examine their investor types against the market.

The Consumer Profile tool serves as an additional analytical layer that further empowers Financial-Clarity’s capabilities by enhancing the visibility of fund distribution channels to the end-investors, allowing in-depth own and market consumer demographic profile analysis. Like Financial-Clarity, it is an online dashboard based analytical tool allowing the user to create a range of bespoke reports. It sits alongside the Financial-Clarity dashboard interface and clients can access both products through their Financial-Clarity log-in.

By giving users access to information about the demographic profile of their end investors in conjunction with factual own and market sales transactions, they can now develop specific sales and marketing strategies that are segmented according to their end-investor profile for the first time. The variables also provide key insight for compliance teams to ensure products are being sold to the right investors.

The new product factsheet that we have produced below contains more detailed information about the nature of our partnership with Experian, how their Financial Strategy Segments are derived and how this information can be used within our new product to help our clients across sales, marketing and compliance functions. Please click the link below to learn more information about this powerful profiling tool.

Format: Adobe Acrobat PDF