Workload Financial Business Consultants Limited, the UK’s leading provider of IFA intelligence to financial product providers, which was acquired by consumer credit and business information expert, Equifax, has announced a new partnership with Ceterna Business Solutions, a leading Salesforce consulting partner. Through the new agreement, Salesforce users can gain fully integrated access to Touchstone Online, the market leading intermediary MI and analytics solution from Workload.
Touchstone Online gives IFA sales teams an unparalleled MI suite of key new business profiles, including name, job titles, contact details and Google maps locations. Designed by sales people, the system is simple and intuitive to use, reducing the need for training. When combined with Equifax smart search matching technology, Touchstone Online can be integrated with Salesforce regardless of the quality of contact data held in Saleforce.
“Salesforce is increasingly, the CRM tool of choice across our user base,” explains Neil Cunningham, Director & General Manager, Workload. “We’re therefore hugely excited to be working with Ceterna to provide our clients with a truly integrated Touchstone/Salesforce solution.”
Stephen Mather, Director at Ceterna, adds: “Workload has established a reputation as the market leader in intermediary MI and, likewise, Salesforce is recognised as the leading provider of on-demand CRM. The Ceterna team looks forward to providing a best of breed solution to Workload’s client base.”
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Formed in 1988, Workload operates a shared investment product data exchange with information provided by over 90 of the UK’s leading financial services companies. It also operates the MyTouchstone database.
MyTouchstone.co.uk is the first truly collaborative marketing database ever constructed by the IF sector. It is powered by the collective sales data of 77 major project providers and inputs from thousands of IFAs. IFAs can access personalised reports showing how they’ve performed compared to the other IFAs in their post area and across the UK. They can also view local hourly advice rates and much more. Access is free and available at www.mytouchstone.co.uk
Earlier this year Workload Financial Business Consultants Limited, the UK’s leading provider of strategic intelligence to wealth and investment financial product providers, was acquired by credit and business information provider, Equifax.
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