Over the last 20 years we have worked closely with many of our users on a wide variety of strategic intermediary distribution projects, amassing a wealth of unique experience along the way. As a result, if you are considering any project involving intermediary distribution, there is a good chance that we will have direct experience. Our contribution not only involves manipulating Touchstone data to assist decision making, but also extends to providing advice on strategy implementation.
Areas where we have particular expertise include:
We recently completed an engagement with Aegon to create a highly customised IFA dataset to assist them in fine tuning their IFA contact strategy ahead of the Retail Distribution Review (RDR).
Click here to view the case study.
The Touchstone database 'front end' has been designed to meet the generic needs of a broad range of end users. However, it can be customised to meet your particular needs, for example, to accommodate bespoke groupings of products or fund sectors or to report and group intermediaries in certain ways.
We operate an 'open architecture' philosophy, which means you can feed Touchstone data into your own reporting systems. Our IT team can work in conjunction with you to establish the most cost-effective and practical way of achieving this.