We provide market intelligence to the life, pension, investment, platform and mortgage industries as well as direct to financial advisers.
Our intermediary and customer profiling tools help you gain better insight into your business environment, and to create and implement sales and marketing strategies that will most profitably grow your business.
Our Touchstone intermediary database is currently used by more than 90 major financial services providers providing market leading, market intelligence to drive your distribution strategy.
Equifax Investor Profiles
The most comprehensive view of investment purchase activity available today in an easy to apply consumer segmentation tool for the financial services market. Based on more than £345 billion of actual investment sales data over the last five years from the Touchstone database, and built at postcode level, Equifax Investor Profiles offers excellent matching to existing client or prospect customer databases.
The most detailed insight into intermediary bond, pension, annuity and unit trust/ISA activity in the UK.
The most detailed insight to track intermediary platform adoption and unrivalled view of on- and off- platform sales.
Touchstone Fund Manager
Detailed insight into intermediary investment activity through Unit Trusts, OEICs and ISAs.
Business profiles for more than 8,500 firms to view sales across SIPPS, TIPs, stakeholder pensions, GPPs and GMPs.
The most detailed insight into mortgage intermediary activity in the UK.
Equifax Single Adviser View
Market leading intermediary cleansing and enrichment solution with built in unique quality of Equifax matching capability that will completely transform the quality of your intermediary contact data. Combined with a view of Touchstone, Single Adviser View can transform your Salesforce.com, Microsoft Dynamics or chosen CRM system to provide actionable insights and accurate contacts.
The first truly collaborative marketing database enables intermediaries to size the value of their local market across a range of life, pension and investment products.
Sales Panel Allocator
Unique tool for organising your intermediary sales panels and tracking performance of marketing campaigns directly through your Touchstone system.
Touchstone Intermediary Scorecheck
A unique intermediary risk profiling solution that combines proprietary Equifax risk scoring capability with Touchstone's intermediary data set.
"Rathbones view Touchstone as an essential tool to inform our sales and marketing activity. The combination of market-leading coverage and the great service we get made committing to a long-term contract an easy decision to make. The open and honest relationship we enjoy is highly valued and we look forward to using Touchstone's growing insights to drive our business forward."
Mike Webb, CEO, Rathbones