Talk to the right people
You want to talk to brokers about your products but there are tens of thousands of people and you probably don’t have the contact details for the majority of them.
And they keep moving around, making it really hard to keep the information up to date, particularly if you are relying on account managers to do so. They are relationship developers and sales people, data admin is rarely high on their priorities!
Imagine your sales and marketing teams having access to an always accurate and up to date list of people for them to contact, leaving them free to focus on what they do best.
Uniquely, we have every mortgage broker on the FCA Directory as well as every Senior Manager from the FCA Register, which you won’t be able to get from other providers of contact data.
We know which firms advise clients on mortgages and whether an individual advises on investments, mortgages or both (we won’t send you those that just do investments) so your distribution effectiveness can take a huge step forwards.
Build Relationships with newly established brokers
Talking to newly established firms before your competitors do so gives you the best chance to build relationships and win their trust and business.
Our Alert products give you all the information you need to do just that.
Make sure Advisory firms have the right permissions
How sure are you that the firms that are introducing business to you have the right permissions? Due diligence is usually undertaken when the agency appointment is first made, but firms’ permissions change.
Do you want to wait until the next review (if periodic reviews are conducted), or would you want to know straight away? We can make sure you always know whether a firm has the right permissions to write business with you or not.
Events
Using our unique Eventdata product you can invite people to events based on their actual location rather than where their firm happens to be registered.
This means that if you run an event in, say, Manchester you will invite the people in that area even if their head office is in London.
Dozens of other characteristics ensure you invite the right type of people from the right type of firm.