Matrix Solutions, a provider of provider of business and customer intelligence, says four investment platforms in the financial services market have signed long-term contracts for its Financial-Clarity product.
Cofunds, Fidelity FundsNetwork, Nucleus and Skandia have all entered into long-term contracts with Matrix Solutions to use Financial-Clarity for their future intermediary market intelligence requirements.
Financial-Clarity is a business intelligence solution which provides fund managers, life companies, fund supermarkets and wrap platform with an insight into their intermediary sales, marketing and distribution operations.
“We are delighted that all four of the leading investment platforms in the financial services sector have selected Financial-Clarity," says Ian Beaumont (pictured), chief executive officer of Matrix Solutions. "Because our product is 100 per cent web-enabled, sales and marketing teams in this sector can benefit from instant access to the real-time information that Financial-Clarity provides, which will give them a real competitive advantage when planning their campaigns."
"The marketplace is changing rapidly and it is essential we can track advisers’ business models and their use of platforms accurately and cost efficiently," adds Andy Davies, director of adviser sales, Skandia. "The detail we have through Financial-Clarity will deliver this, whilst at the same time enabling us to support financial advisers more effectively and maintain our high levels of adviser service."