Single Adviser View (SAV) is a CRM data cleansing and enrichment service combining the best from Workload and Equifax. SAV brings to the UK intermediary market for the very first time a unique tracking and matching capability which will completely transform the quality of your IFA contact data.
Touchstone IFA data is at the heart of Single Adviser View, tracking precisely how advisers have moved and changed jobs over the last 17 years. Add Equifax's unrivalled match technology, customised for the UK IFA market, and we are able to fully leverage this high-value data resource in ways never before possible to provide a solution that allows you to communicate confidently and cost effectively with the IFA market.
To find out more about Single Adviser View, call 01236 722 000 or email email@example.com and speak to one of our experienced sales team.
“Our data audit showed that almost 15% of IFAs in our CRM system had either moved firm or left the industry. By using Single Adviser View to clean up our data we’re confident we’ll be able to hit the right IFAs with the right message more often, while also driving marketing efficiencies.” Gary O’Brien, Head of Client Services at Old Mutual
“As Octopus continues its rapid expansion and enters new markets with its diversified proposition, it was vitally important that our data was as up-to-date and accurate as possible. Workload’s Single Adviser View product is the perfect service to help us achieve this. We are delighted to be able to access the powerful Equifax matching routines in conjunction with Workload’s unrivalled contact data sources to help maximise our insight to the adviser market.” Neil Buckland, Head of Sales & Marketing, Octopus