Recruitment
Improve your recruitment effectiveness using accurate, up-to-date information about the tens of thousands of firms and individuals operating in your market.
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A range of characteristics such as the number of advisers in the firm, how long they have been in business, the age of the business owners, the products they can advise on, whether they are currently DA or AR status (and who the Principal is for the latter), geographic location, value of Assets Under Advice and other useful information.
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This means your recruitment teams can really focus on those prosects that will give you the greatest chance of success.
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Outside Interests
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There is considerable risk posed by individuals in the network working in outside interests and it can be very difficult to spot if this is taking place.
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We have full information about everyone on the FCA Register/Directory so we can monitor the people in your Network (both employees and Appointed Representatives) and notify you when a new registered/certified appointment is made.
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This usually done through a monthly report and can cover people currently involved in the Network, those who have left it or both combined.
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Events
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Using our unique Eventdata product you can invite people to events based on their actual location rather than where their firm happens to be registered.
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This means that if you run an event in, say, Manchester you will invite the people in that area even if their head office is in London.
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Dozens of other characteristics ensure you invite the right type of people from the right type of firm.