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The No 1 providers of IFA market intelligence

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:

Sales territory planning
Target setting
Road-show planning
Distribution analysis
Profitability analysis
Campaign analysis

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).

“Workload went well beyond simply providing data to us. They took the time to understand what we wanted to achieve and even challenged some of our original plans to ensure that the end-result delivered us the most effective solution. Indeed, we see Workload as a partner for the long-term, helping us on an on-going basis to continue to refine our IFA strategy as well as empower our IFAs with the best possible local market knowledge” said Alasdair Rhind, Head of Customer Insight.

Click here to view the case study.

Customised Touchstone Software

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.

Data Extracts

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.

To find out more about our consultancy services call 01236 722000, fill out our contact form or email info@workload.co.uk and speak to our experienced team.