Real-Time Market & Competitive Data for Financial Services.

Don't Settle For Intelligence Everyone Knows., Data That Ignores Behaviour., Research That Doesn't Scale., Competitor Users That Hide., Insight That Isn’t Actionable., Reports That Live in a Folder. Get Behavioural, Market & Competitor Data in Real-Time.

Actionable, intent-driven, market & competitor intelligence from real savers & investors — no panels, no assumptions, no guesswork.

Live data accessible via API or dashboard.

Access data for financial providers including:

The Old Way: Manual, Expensive — and Always Behind

Market Research

✓ Built for business questions
⨯ High cost & slow turnaround
⨯ Small, manual samples
⨯ Static results
⨯ No live data / snapshot-based

Market Reports

✓ Industry / sector-aligned
⨯ Outdated on arrival
⨯ Limited competitive value
⨯ Broad – not specific & actionable
⨯ Need multiple reports for value

Other Intelligence

✓ Competitor data (from media)

⨯ Lags – doesn’t predict

⨯ Skewed by media spikes
⨯ No behavioural data
⨯ Doesn’t tell you “why?”

Your Way: Real-Time, Actionable & Customisable Intelligence.

Live Competitor Data

Real-time investing and saving data from real users — segment by provider / competitor, behaviour, experience, demographic and more.

Start with Behaviour

Built on what users actually do — not what they say they will do. No surveys. No proxies. Just intelligence that acquires & converts.

Actionable by Design

Built for performance teams, not academics. Instantly usable in strategy, creative, paid media, and product planning.

Built for Customisation

Go beyond our proprietary API — embed existing competitor and market reports into our platform to build intelligence unique to your organisation.

First for Financial Intelligence.

TFE delivers first-party market & competitive data for marketing & strategy teams.
We deliver intelligence ahead of public reports and expensive market research providers, accessible anytime.

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

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.

02

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.

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.

Know Their Customers — Better Than They Do.

Access real-time competitor, behavioural and demographic insight across the UK’s leading banks, brokers, and investment platforms — to inform acquisition, product, and marketing decisions.

TFE reveals how customers trade, invest, and switch providers, so you can:

✓ Benchmark competitor performance
✓ Identify high-value segments
✓ Align product and content strategy with real-world behaviour

All accessible via live dashboard or API.

Audience Segmentation

Understand how customers move between platforms — and why.
Use live switching data to identify high-intent audiences, shape messaging, and improve acquisition and retention performance.

Real-Time Demographic Insight

Access investor personas and behavioural segments with rich demographic and risk profiling.
Track market gaps and shifting preferences via API or dashboard — in real time.

Smarter Acquisition Strategy

Run data-informed campaigns that reach high-value investors leaving competitor platforms.
Lower CPA, improve conversion, and activate segments built from real behaviour — not assumptions.

Build It Your Way.
Bring Your Own Model.

Leverage our API to enhance existing competitor data / reports or create your own predictive churn model, develop deep enrichment profiles and improve retention with timely campaigns & offers.

API endpoints across three verticals

Records from UK savers & investors

Leading finance providers & platforms analysed

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

Actionable Intelligence for the UK Financial Sector

TFE provides real-time behavioural and demographic insight across savings, pensions, credit and investing — helping financial platforms understand how customers switch, invest, and engage.

Across our network of brands and partners, the TFE Group, analyses live user behaviour to surface competitive trends, customer movement, and market shifts across platforms.

From ISA switching to trading patterns, our data supports growth, retention, and product strategy for the UK’s leading 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.

Board-Level Intelligence

TFE delivers regulatory-compliant insight products tailored for senior strategy, product, and acquisition teams.
Access structured reporting on:
• Competitor positioning and switching behaviour
• Withdrawal patterns and demographic shifts
• Anomalous trading and investment trends
• Emerging sentiment and risk preferences

Built for banks, brokers, and investment platforms seeking decision-grade inputs to power strategy, planning, and performance.

Behavioural Market & Competitor Reports.

TFE produces decision-grade sector reports on market movement, customer trends, and competitive positioning across the UK financial landscape.

Each report provides a deep dive into:
• Shifting platform performance and rising challengers
• Competitor strategy and audience overlap
• Behavioural, demographic, and lifecycle insights across savings, investing, and trading products

Our reports are trusted by financial institutions looking to plan ahead, refine strategy, and benchmark their position in a fast-moving market.

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, segment, and acquire valuable financial customers — using real behavioural signals.

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.