Maximise the effectiveness of your promotional campaigns
Validate adviser listings against our daily updated 'core'
On-going access, customisation and export via our CRM system
FundWorks Adviser Directory service is designed specifically for asset managers who want to maximise the effect of their marketing campaigns by utilising the most accurate, complete and up-to-date directory of UK-based financial intermediaries. The service is available either as a one-off data validation against our Core directory, or as on-going access to the core via the FundCRM system. The latter option allows clients to create proprietary lists and custom fields against Advisers as well as use the directory for newsletters and other campaigns.
| Import and enrich your adviser listings |
| Validate against our 'Core' |
| Data updated daily |
| Includes most Advisers registered with FSA |
| Web access with FundWorks CRM |
| Maximum effectiveness for your campaigns |
| Export data for 3rd party fulfilment |
| Bespoke creative services for powerful campaigns |
| Suitable for |
| Marketing campaigns and newsletters |
| Validation of CRM system data |
| Related products |
| FundCRM |
| Adviser directory |
| Services |
| Creative services |
| © FundWorks UK Limited 2008 | +44 (0)20 7763 6910 | info@fundworks.com | Contact details  |
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