financial market intelligence

A market intelligence database that stores detailed financial information about FTSE companies gleaned from a variety of sources including Companies House and business information providers.

The database provides a source of leads into potential markets for the financial products of our client. It has flexible criteria-driven reporting tools for refining lists of which FTSE companies to target as potential customers for a particular product.

It also helps in the identification of new product niches and new markets, and in the identification of gaps in an existing client product portfolio.

All contacts with a potential customer and with existing clients are logged in the database.

value to client

A fast and flexible means of sifting a mass of financial data to match potential customers to products:

• Central pool of client-related financial information
• Sensitive matching of targeting customer to product
• Client portfolio potential
• Reductions in time spent profiling potential clients

client

An international fund management company.

development platform

Microsoft Access and VBA.