Ongoing improvement of ones business is essential in the increasingly competitive Financial Intermediary market. Areas of focus can include data management, new business targeting, accurate commission tracking and marketing activities.

Matrix-Data, one of the UK’s leading Customer Intelligence companies, provides a variety of cost effective information solutions for all these elements. We tailor-make our solutions to suit our clients’ requirements using our team’s extensive experience spanning more than twenty years.

Are you reaching the right customers?
The marketplace from which you need to extract new clients is constantly evolving and identifying the key target segments within this market can often be a daunting task. However one of Matrix-Data’s core offerings is access to a number of extensive and unique databases. From these you can very quickly identify new potential markets.
The Matrix Property Value Database is a unique resource of residential property data covering the whole UK and holds details of over 22 million residential properties across the 410 councils in the country. Based on Council Tax data, and segmented by all Council Tax bands, it is ideally suited to helping clients target individuals by the value of their property.

The Matrix Investor Database is another powerful database that contains 2m affluent individuals who have invested significant amounts in the AIM, Ofex and Investment Trust market.
Both the Matrix Property Value Database and the Matrix Investor Database can assist you in the identification of new prospects that match your selected customer profile as well as the enhancement of your current information on existing customers and prospects.

How well do you know your customers?
An area that must never be neglected is your current customer base. Growing ones business from existing clients is one of the easiest ways to increase turnover. However knowing which customers to approach is essential.
Matrix-Data’s wealth tagging service solves this dilemma by identifying your most wealthy customers. Confidentially, we identify high net worth individuals within your database by matching it against our unique wealth profiling databases using carefully selected criteria. Our WealthTagTM filters, will enable you to focus your marketing strategies on customers whose current expenditure does not match their potential value to your business.

Free WealthTagTM Audit
Matrix-Data offers a free data audit, allowing organisations to establish how many matches are found in their data, before committing to any budget allocation.

Another vital element of growing the business with your current customer base is the maintainence of your database. Information so quickly becomes out of date and every letter dropped to an “out of date” address, is money wasted. But with Matrix-Data’s database management services you can ensure your data is clean, suppressed and up-to-date. And the cost saving could in turn be used to target new prospects and generate new business.

Are you losing potential revenue through your database?
In addition to maintaining an accurate database is the consolidation of it. A challenge for larger firms who have recently undergone mergers or acquisitions is the successful integration of what are often very diversely managed customer bases. The confusion and difficulty in merging a number of databases can result in significant revenue loss. Matrix-Data is able to assist you in successfully consolidating your data, obtaining a single ‘true view’ of your customer database with enhanced customer intelligence including sophisticated lead generation and commission trailing. We can also then identify commission leakages and put profitability management controls in place to assist you going forward.

Are your customers hearing you?
With Matrix-Data, the choice of a complete service is yours. In addition to data matching, provision and management we can also manage your direct marketing campaigns from start to finish. Clients can pick and choose the elements appropriate to their needs such as direct mail, telemarketing, mobile messaging and e-marketing and all at highly cost effective rates.

Company details

Matrix-Data Ltd
New London House
172 Drury Lane
London
WC2B 5QR

Tel: 0207 074 1200
Fax: 0207 074 1201

www.matrix-data.co.uk