3rd Annual Financial-Clarity Breakfast Seminar November 2011

On Thursday 24th November we held our 3rd Annual Financial-Clarity Breakfast Seminar to a capacity audience at the Andaz Hotel Liverpool Street, London.

After welcoming guests for a complimentary breakfast, Ian Beaumont, CEO of Matrix Solutions kicked off proceedings. Ian provided a summary of the evolution and development of Financial-Clarity over the last 12 months and emphasized the developments in usability of Financial-Clarity, showing off a new version built specifically for the iPad.

Following on from this, our first client speaker took to the stand, Bella Caridade-Ferrerida, Director at Fundscape. Bella delivered an excellent overview of the Market trends within the industry, drawing on data found within Financial Clarity and the Fundscape Distribution Report.

After receiving a great reception, our second client speaker took to the stand, Phil Beattie from JP Morgan. Phil provided a detailed insight into how JP Morgan has implemented Financial-Clarity and a Single Intermediary View which was particularly useful for those in attendance.

After a very useful case study from Phil, the Matrix solutions staff took to the podium again. Guy Edsall, our Operations Director, gave an insight into the latest release of Financial-Clarity, including monthly data provision, net sales and AUM analysis. This was followed by Ian and our Technical Account Manager Quinn Angove, demonstrating the latest CRM-integrated application within SalesForce.com.

The event was rounded off by two user-groups for Funds and Platforms. This provided an excellent opportunity for Matrix to interact with its clients and the feedback gained is invaluable in continuing to develop and improve Financial-Clarity to optimize its usability and analytical effectiveness going forward.

The client feedback from the event was very positive and we would like to thank all those who attended. We look forward to working with our clients in to 2012 and continuing to bring innovation to the financial intermediary market intelligence sphere.

For more information on Financial-Clarity please visit www.financial-clarity.com

Published on:25/11/2011