We offer a comprehensive suite of first-party financial data services to help you get ahead.

First-party data services in three distinct packages – API’s, market reports and dashboards powering your financial services data.

Our approach

How we power your financial data strategy. 

01

Collection

Using our network of proprietary data collection tools and services, we collect first-party data from UK consumers on ISAs, Pensions and Investments. 

02

Cleaning

All of our data goes through rigorous, cleaning, preparation and aggregation process to sort through outliers, incomplete records and more to ensure data quality.  

03

Compilation

After cleaning we meticulously create valuable endpoints for our market-leading API delivering value on providers, income, education, age demographics and more for clear segmentation.

04

Creation

We pride ourselves on our ability to create both market reports and APIs for tech-savvy and not so tech-savvy users across the financialservices space. 

05

Launch

With both monthly and quarterly reports as well as daily and even hourly market insights offered through API access and reports, we offer our services to selected providers across the UK.

06

Analysis

Ensuring data accuracy, cleaning, validity, and reporting accuracy is always of the highest importance to our data science & report-management teams. We evaluate endpoint usage and success for maximum uptime availability. 

  • Market Reports

Summary

Delivering market-leading reports for leading financial services providers is what we do. Access our data direct from our site on on major third-party providers of reports.  

Capabilities
  • ISA Reports
  • Pension Drawdown Reports
  • Pension Investment Trends
  • ISA Stocks vs Cash Trends
  • Monthly Trading Reports
  • Stock Investment Trends

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  • Executive Dashboards

Summary

We provide executive-level data & insights on competitors including detailed provider metrics like demographic appeal based on age & income as well as transfer or withdrawal data from particular providers so you can analyse competitors data more effetcively. 

Capabilities
  • Leading / Predictive Insights
  • Market Summaries
  • Competitor Data Insight
  • Transfer & Withdrawal Data
  • Marketing / Value Proposition Data

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  • APIs

Summary

Our API is one of the most popular products we offer, with comprehensive endpoints that offer a direct insight into real-time preference data, demographic data and transfer data – you can assess how to attract, retain and grow your customer base. 

Capabilities
  • 50+ Market-Leading Endpoints
  • Practical & Applicable Insights
  • Aggregated & Standalone Insights
  • Only First-Party, Never Third-Party Data
  • Customisable Into Your Toolset
  • Real-Time Data & Insights

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