Financial-Clarity
See the bigger picture, with performance benchmarking
Financial-Clarity is a revolutionary suite of web-based analytics and data management tools for the Financial Services industry. Launched in 2010, the product is powered by a secure data hub which now contains over 90% of the sales transaction data from Fund Management Groups, Life & Pension companies and Wraps & Platforms. Contributing firms are able to benchmark their performance and gain a unique level of insight into their retail sales, marketing and distribution activities across the whole of the UK financial services marketplace.
Financial-Clarity is entirely web-based for easy access, and gives you a comprehensive view of your retail sales by investment type, product and channel. Coupled with competitor market sales information at a granular level, this enables you to benchmark performance.
A significant benefit of the product is the access it provides to product sales at the individual outlet level. The intelligence from our industry-leading Matrix Financial Intermediary Database (MFID) is incorporated into Financial-Clarity, which allows firms to map their own product sales and distribution channels more accurately than ever before. We show firms exactly who is selling how much of their product as well as when and where it happened. What has historically been a clouded and impenetrable marketplace has now been laid open to all contributing firms. For the first time they now have the tools they need to develop the most effective real-time, sales-led distribution strategies to drive their revenue growth.
Benefit by using Financial-Clarity for:
- Channel analysis and product development
- In-depth sales analysis against the market
- Tracking sales team Key Performance Indicators
- Ensuring up-to-date and complete CRM records
- Conducting and tracking SMART marketing campaigns
Since June 2011 Financial-Clarity has become available as a downloadable application on SalesForce.com's Appexchange. SalesForce has proved itself as one of the most dynamic and flexible cloud-based CRM systems and we're proud to have developed a version of Financial-Clarity that will fully integrate with any SalesForce.com system. We've recently held co-branded breakfast seminars to promote this new product to our client-base. If you'd like more details about the latest version of the product then please download our new "Financial-Clarity in SalesForce.com" factsheet or visit our dedicated website www.financial-clarity.com
