Financial Market Intelligence Database
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.
An international fund management company.
Microsoft Access and VBA.