providing market intelligence to the financial community

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Workload is the leading provider of market intelligence to the life, pension, investment, platform 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 Market Intelligence component of over 90 major financial services providers, and our software is used daily by over 1,000 individuals in a wide variety of disciplines across these organisations.

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“The combination of Touchstone Platform and Single Adviser View provides us with a unique mix of IFA new business and contact data that will help us to plan, execute and measure the effectiveness of our distribution strategy.” Phil Newton, National Head of Sales & Technical Development, James Hay Partnership

 

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Workload in the News

IFA Magazine and the ‘BEST OF THE BEST’ use MyTouchstone data
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