Mission Statement

Our mission is simple - to provide financial services providers with a suite of complementary market intelligence services that provide ‘actionable’ insight into the market in which you operate. Our goal is to support our clients in their strategic, tactical and operational decisions.

Our philosophy is genuinely ‘customer centric’ and focussed on delivering innovative solutions leveraging the latest technologies that integrate with your business rather than making your business integrate with our solutions.

Neil Cunningham, Director & General Manager

Company Overview

Incorporated in 1988, Workload is now the leading provider of market intelligence to the life, pension, investment and mortgage industries. Using our intermediary and customer profiling tools, our clients can gain a detailed understanding of the marketplace in which they operate, and implement sales and marketing strategies that will most profitably grow their businesses. Our Touchstone databases currently form an integral MI component of over 90 major life, investment and lender groups, and our software is used daily by over 1,000 individuals in a wide variety of disciplines across these organisations.

In March 2011 the Workload proposition became even stronger when we were acquired by Equifax Inc, a US based multi-national provider of consumer credit and business risk management services with over 7,000 staff operating out of 16 countries. Equifax share our passion for data solutions. We're now ideally placed to share data and technology know-how with one of the largest data companies on the planet, which means that the industry's number 1 IFA database is about to get better.

Innovation

When the Touchstone data collection process was introduced in 1994, we became the first company to successfully implement data aggregation principles within the UK financial services marketplace. Our method of data exchange to construct intermediary profiles was an equally innovative concept. Since then, our challenge has been to continuously enhance and advance our products and services to ensure they remain leading edge, and to make sure our customers enjoy ever more powerful software solutions.

We're still innovating today, with the launch of MyTouchstone which extends the data collaboration concept into the IFA market and Single Adviser View which revolutionises the way product providers maintain their contact management systems.

Commitment and Service

We are totally committed to providing you with the best possible service. Our company philosophy is to try wherever possible not just to meet your expectations, but to exceed them. That's why every one of our customers is assigned a dedicated account manager whose principal responsibility is to ensure that your use of our software is a rewarding and productive experience. This personal contact also allows us to keep in touch with your needs, and to evolve our products as your requirements change.

Quality

The integrity and accuracy of the underlying datasets is the cornerstone upon which Touchstone is built. Since Touchstone was launched in 1994, we have continuously refined our data aggregation and management processes to the extent that today, a typical transaction record is subjected to over 100 different quality control checks before it is accepted into our database.