ISS Market Intelligence has launched a service to help companies, such as asset managers, better understand the needs and business models of advisers and distributors.
Called Adviser Clarity, the new service from ISS Market Intelligence, aims to help with better lead generation and insights into how advisers work.
Adviser Clarity contains more than 110,000 unique records of individuals actively employed by FCA-registered firms, and aims to address what ISS Market Intelligence has called a "critical gap in the UK asset management space".
ISS Market Intelligence, which is a part of Institutional Shareholder Services, said data, analytics, and deeper insights into advisers with whom they do business remained essential for asset managers to stay ahead of the competition.
“Adviser Clarity meets firms’ need for intelligence and contacts that enable them to allocate sales and marketing resources effectively, providing a critical resource for firms seeking to make inroads into the UK adviser channel,” said Richard Jones, managing director at ISS Market Intelligence.
ISS Market Intelligence, which also provides the methodology to FTAdviser for compiling the annual Top 100 Adviser lists each year, has developed Adviser Clarity to improve communication and understanding between asset managers and what advisers (and their clients) really want and need.
According to Jones, Adviser Clarity will allow users to:
- Identify FCA-authorised contacts from a database of more than 110,000 contactable individuals, with comprehensive contact-level information including a breakdown by firm, branch, and network relationships.
- Access quality and up-to-date contact records and role-related information including e-mail, phone, LinkedIn handle, job title, and client-facing role.
- Size firms by sales volumes and identify business opportunities using ISS MI’s expansive Financial Clarity data covering more than 90 percent of the UK retail funds market.
- Target firms for events and campaign activity, with interactive map and pinpoint functions.
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