Financial data intelligence powering growth & customer acquisition.

Proprietary, first-party, market & competitor data to uncover the highest value audiences by behaviour, demographic & provider; reducing CAC & increasing LTV.

Accessible via API or Dashboard.

Access data for financial providers including:

First for Financial Intelligence.

Fuel your acquisition, product, and growth strategy using first-party behavioural data—delivered via dashboard or API.

Investment Platforms

Identify and segment high-value traders and investors by platform, experience, and asset—then target them with content and campaigns that lower CAC.

Financial Service Providers

Access real-time ISA switching and investment data by provider, age, income, and size—

then segment savers and investors to power smarter product, marketing, and acquisition strategies.

Quantitative Teams

Use real-time retail positioning, behaviour, and instrument data to develop sentiment models, uncover alpha signals, and track investor trends across platforms.

Solutions

Our Data Intelligence Solutions

01

Retail Investor Value Index

RIVI

RIVI helps investment platforms segment traders and investors by behaviour, platform, and instrument to identify where the most valuable prospects invest – and how to capture them. Powering detailed personas for content, SEO, and high-conversion marketing campaigns.

02

ISA Segmentation & Loyalty Analytics

ISLA

ISLA gives UK banks and ISA providers real-time insight into investor behaviour, switching, and demographics—helping reduce CAC and improve campaigns by targeting high-value savers by provider, age, income, and portfolio size.

03

Trading Opportunity Matrix

TOM

TOM delivers real-time retail sentiment positioning data— instrument choice, and broker selection—so hedge funds and quant teams can build alpha-generating strategies with deep behavioural insight.

Powering Customer Acquisition Strategies with Real-Time Data.

Get access to real-time behavioural and demographic intelligence across leading banks & investment platforms for real-time strategic business value such as PPC & content marketing, positioning & product strategy to power targeted customer acquisition strategies.

TFE reveals how customers trade, invest, and switch providers—so you can benchmark competitors, segment high-value audiences, and run smarter marketing, product, and growth strategies.

All accessible via API or live dashboard.

Switching Behaviours & Demographics

Use live data for better campaign messaging; fueling optimised acquisition & retention. Profile & attract high-value customers.

Real-Time Demographic Behaviour

Access detailed investor personas & segments, identify competitive gaps and track risk preferences in real-time via API or dashboard.

Paid Marketing Optimisation

Build high-converting, low CPA campaigns targeting high-value investors on competitor platforms based on real data.

Powerful Customisation & Integration Options.

First-party, compliant and decision-grade competitor benchmarking, predictive insights, and detailed analytics on ISAs, pensions and investments in the UK.

API endpoints across three verticals

Real customer records from UK savers & investors

Leading finance providers & brokers analysed

The UK’s largest privately conducted longitudinal study of UK household finance & investment.

Actionable Intelligence for UK Finance.

TFE delivers real-time behavioural and demographic insights for the UK finance sector—spanning savings, investing, trading, and pensions.

Working across six leading finance brands in the TFE Group, we analyze thousands of consumer data points to reveal how customers move, invest, and behave across platforms.

From ISA switching to retail trading behaviour, our data powers growth, retention, and product strategy for top financial institutions.

Predictive insights based on real data.

Only first-party data - no third-party data, ever.

Market leading data before major news outlets or reports.

Compliant & Decision Grade Insights.

Go beyond data and analytics with comprehensive executive-level reporting on competition, demographic data, switching behaviour, withdrawal data and as well as insights into anomalous investment and trading behaviours for trend and sentiment prediction.

Detailed Market & Sector Reports.

We deliver market-leading insights through decision-grade sector reports and studies on a regular basis. Our reports are some of the most comprehensive and detailed in the UK finance industry and dive into competition in the sector, rising stars, existing power players and deep demographic & experience data.

Competitor data, market insight & leading trends.

Summary of real-time insights released quarterly.

Available to pre-order for qualified financial organisations.

SECURE & COMPLIANT API

Bank-Grade Security

Compliant with all banking API laws and UK-specific regulations for maximum protection, support and encryption.

AES-256 & TLS 1.2+ Encrypted

WAF & DDOS Protected

SOC, ISO, PCI-DSS & GDPR Compliant

VPC Service Controls

About Us

What Makes Us Different?

TFE helps brokers, banks, and platforms identify and acquire the most valuable financial customers—through real behaviour.

1

Investment Platforms & Brokers
Win customers by understanding exactly how high-value traders behave—what they trade, how often, and which platforms they use. TFE helps you target the most profitable segments across your competitors with smarter content, PPC, and strategic positioning
2

Banks & ISA Providers
Track ISA switching trends in real time—by provider, age, income, and investment size. TFE gives you the signals to reduce acquisition costs, retain top savers, and plan effective campaigns ahead of the ISA season
3

Financial Growth Teams
Whether you're in marketing, CRM, or product, TFE gives your team the segmentation tools to act on real data: from high-LTV personas to risk profiles and behavioural signals. Design campaigns that convert—and retention strategies that stick

Getting Started

Whether you’re running paid acquisition, building product strategy, or launching a new campaign—we show you who to target, when, and why.

Choose Your Endpoint

1

Visit our API Documentation to assess the endpoint possibilities with live, real-time first-party data feeds and over 60+ endpoints – this is your starting point.

View JSON Response

2

View the possible responses for the feeds by exploring the endpoint data and our JSON structure, designed to make it as easy as possible to get insights quickly.

Get In Touch

3

Once you’ve identified an endpoint or series of endpoints you’d like to use, get in touch with our friendly team, and we will guide you through pricing, availability options and / or dashboard usage. Alternatively, feel free to contact us now.

Frequently Asked Questions

What does TFE do?

TFE is a financial data intelligence business powering the UK financial services industry with rich first-party competitor data and segmentation. We help businesses reduce their customer acquisition costs, optimise messaging and build targeted campaigns.

How frequently is the API updated?

Most endpoints are refreshed daily, with select high-volume signals updated more frequently depending on the dataset (e.g. trading behavior trends, ISA switching flows). API changelogs are available in your dashboard.

How long does it take to see results?

You can start using the dashboard or API immediately. Many clients build audience segments or campaign briefs within 24–48 hours of setup—and start seeing performance impact in the first campaign cycle.

Does the data contain any personal information (PII)?

No. All TFE data is anonymised and aggregated. We do not collect or store any personally identifiable information (PII), ensuring full compliance with GDPR and financial data protection standards.

How much does it cost?

Please get in touch for a quote – pricing depends on your needs, usage and contract length. One of our friendly sales representatives will be in touch with more information.

Can I use this alongside my existing data?

Yes. Many clients overlay TFE data with their CRM, customer segments, or performance data to enrich targeting, product strategy, or churn analysis. You can also export data or use the API for deeper integration.

Do you provide custom reports?

Yes. We offer tailored switching briefs, competitor segment analyses, and behavior snapshots based on your platform or product needs. Custom data overlays and white-labeled dashboards are also available.