The challenge

The marketplace for investment solutions is highly competitive, regulatory costs are on the rise and margins are under substantial pressure. To target the right people with the right product at the right time requires a comprehensive understanding of the company client book, the market and the opportunity.

Client data. There’s plenty of data available, but little intelligence – combining multiple sources of platform MI of into a single view is difficult to achieve without considerable resource.

Industry intelligence. A single view only tells you part of the story. Without competitor data, assessing your competitiveness is impossible.

Distributors. With resources stretched paper thin, a scattergun approach to distribution is no longer affordable or sustainable.To screen out noise and identify the accessible market and opportunity, investment providers need accurate, up-to-date distributor intelligence covering not only the basics, but also information on business models, activity, model portfolios, influencers and more.

The solution is Finscape

The industry is crying out for a solution that combines three needs into one prompt, precise and pertinent source of information. A solution that will deliver market intelligence a week after month end.

We’re coding at the moment, but click on the buttons below to see the questions Finscape is designed to answer, or download the brochure and presentation.