Real Market Intelligence Starts With Consumer Behaviour.
See how financial consumers save, invest and switch platforms across leading providers in real-time — for smarter retention & acquisition strategy.
Access via API, Dashboard or Real-Time Reports.
Access data for financial providers including:
First for Financial Intelligence.
TFE delivers real-time, first-party consumer behavioural data on leading banks & investment platforms for competitive strategy & market intelligence, accessible anytime.
No expensive research. No web scraping. No ‘social listening’ tools. Just real-time data.
Intelligence Shouldn't Be Slow, Costly & Outdated On Arrival.
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.
Optimise For Your Best Customers — And Theirs.
TFE allows financial institutions to track competitor customer movement, investment & switching trends, and market shifts.
Powered by first-party data, we surface actionable insights to drive acquisition, retention, and product strategy.
✓ Real-world & predictive behavioural data
✓ No third-party sources or listening tools
✓ Ahead of market reports & public data
Segments Available Via API
Retail Banking & Investment Solutions
Our Data Intelligence Solutions
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ISLA gives UK banks and ISA providers real-time insight into saver & investor switching, deposit, and contribution behaviours by segment across competitor platforms, helping reduce CAC and improve LTV with detailed segment-level rate sensitivity & churn prediction analytics.
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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 or retain. Powering detailed personas for content, SEO, and high-conversion marketing campaigns.
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CABI delivers real-time UK credit and borrowing data across leading financial providers, understanding where credit-income ratios are weak, where customers are actively looking for refinancing & identifying opportunities for strategic acquisition in the credit sector.
Optimise Campaigns For Your Customers — And Theirs.
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.
Actionable Intelligence for the UK Financial Sector
TFE provides real-time behavioural and demographic insight across ISA savings & investments — helping financial platforms understand how customers switch, invest, and engage.
Across our network of media 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.
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Predictive insights based on real data.
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Only first-party data - no third-party data, ever.
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Market leading data before major news outlets or reports.
Build It Your Way.
Bring Your Own Model.
Designed for customisation.
Our segment-level rate-sensitivity & competitor switching models integrate with your data, helping augment internal rate forecasting and churn prediction.
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.
Strategic Value in Real-Time
Turn competitive segmentation into acquisition strategy, product positioning, and market-wide retention analytics.
BENCHMARKING
Benchmark performance in key customer segments versus the market.
Compare segment growth, churn, and LTV by platform
Understand deposit gaps, switching rates, and performance blind spots
STRATEGY
Craft more relevant, high-conversion products and features by understanding what your competitors’ customers are switching for.
Spot the features, offers, and UX decisions that trigger movement
Position your product around what the segment actually values
ACQUISITION
Build lower-CAC campaigns using real behavioural insights from your competitors’ customers.
Match your creative and messaging to what converts for each segment
Know where your next customers already are — and how to target them
RETENTION
Reduce churn by understanding why customers leave — and who’s at risk.
Identify common churn signals by segment and platform
Benchmark exit patterns against competitors
Build retention strategies for high-risk or high-value users
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.
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Competitor data, market insight & leading trends.
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Summary of real-time insights released quarterly.
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Available to pre-order for qualified financial organisations.
About Us
What Makes Us Different?
TFE helps retail banks and financial service providers identify, segment, and acquire valuable financial customers — using real behavioural signals.
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1Banks & ISA Providers
Track 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
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2Investment 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
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3Financial Product Teams
Whether you're in product or strategy, 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
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.
Getting Started
We operate on a per-competitor model where you can select as many endpoints as required for 3, 5, or 10+ competitors in a vertical.
We price per-competitor, per vertical, not per endpoint selected.
Choose Your Endpoints
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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
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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
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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 and / or dashboard usage.
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
- GDPR-Compliant First-Party Data Collection
- Real-time compliance updates
- 99% Service Uptime SLA
Frequently Asked Questions
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.
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.
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.
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.
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.
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.
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.
