The Internal Data Blind Spot That Is Costing You Customers and Assets
Every financial services firm has the same problem: internal data shows what customers do with you, but nothing about what they do across the market. That blind spot is costing you in product design, retention, and growth.
How to Prevent Asset Leakage with Cross-Provider Intelligence
Asset leakage is one of the most expensive problems in financial services — and one of the hardest to detect with internal data alone. Cross-provider behavioural intelligence gives retention teams the early warning system they need.
Using Cross-Provider Data to Build Products Customers Actually Want
Product teams at financial services firms design using internal data — which only shows what existing customers do with them. Cross-provider demand signals reveal what the market actually wants.
Why External Benchmarking Is Essential for Targeted Support Under PS25/22
The FCA's targeted support regime requires firms to evidence that their consumer segments are built on objective behavioural data — not internal sales patterns. External benchmarking provides the independent evidence base that makes segments defensible.
The Best Providers for External Benchmarking Data for Targeted Support in 2026
A practical guide to the external data providers that can support your PS25/22 targeted support compliance. We evaluate the key options by coverage, methodology, regulatory alignment, and actionability.
How to Build Consumer Segmentation for Targeted Support: A Step-by-Step Guide
A practical walkthrough for compliance and product teams building targeted support segments under COBS 9B. From defining characteristics to validating with external data, here is how to build segments the FCA can challenge without finding fault.
What Targeted Support Segmentation Logic Looks Like: Internal Only vs. External Benchmarking
A side-by-side comparison of segmentation approaches under COBS 9B. See exactly how segment design differs when built on internal data alone versus validated with cross-provider behavioural evidence.
Why External Benchmarking Is Not Optional Under Targeted Support Regulation
The FCA's targeted support framework creates an implicit but unavoidable requirement for external benchmarking. Here is the regulatory logic that makes independent market data essential — not a nice-to-have.
UK ISA Market Intelligence: February 2026 Capital Flow Analysis
Our latest ISA market intelligence reveals significant shifts in capital allocation across Cash and Stocks & Shares ISAs. Transfer intent has risen sharply among younger demographics, with provider switching accelerating ahead of the new tax year.
How Wealth Intelligence Supports Your Targeted Support Proposition
A detailed look at how Wealth Intelligence cross-provider behavioural data maps directly to the three core requirements of COBS 9B: segment design, segment validation, and outcome benchmarking.
UK Pension Drawdown Market: Withdrawal Strategy Trends for Wealth Managers
Pension drawdown behaviour is shifting. Our data shows the 4% rule adoption declining as retirees opt for more flexible withdrawal strategies. Tax-free cash usage patterns reveal significant planning opportunities for advisers.
How Wealth Advisers and Platforms Can Use Targeted Support to Increase AUM
Targeted support is not just a compliance obligation — it is a commercial opportunity. Firms that build intelligent, evidence-based targeted support propositions will attract assets, reduce attrition, and deepen client relationships.
UK Household Wealth Behaviour: The Accumulation-Decumulation Cycle
Understanding the full household wealth cycle is critical for advisory firms. Our combined ISA and pension data reveals how UK households are simultaneously building and drawing down wealth, and what this means for AUM protection.
Why UK Wealth Managers Need Behavioural Market Intelligence in 2026
Traditional market research tells you what happened. Behavioural market intelligence tells you what is about to happen. Here is why the distinction matters for wealth management firms competing for AUM in 2026.
Market Intelligence for IFAs: Data-Driven Client Acquisition and Retention
Independent Financial Advisers face unique challenges in a consolidating market. Behavioural market intelligence provides the edge IFAs need to compete with larger firms on insight, not just scale.
ISA Data and Market Analysis: UK Capital Flows and Provider Dynamics
A deep dive into UK ISA data covering Cash vs Stocks & Shares allocation, transfer patterns, provider market share, and demographic trends. Essential reading for anyone tracking UK retail investment flows.
Wealth Management Market Intelligence UK: How Behavioural Data Is Reshaping Advisory Strategy
UK wealth management firms are increasingly turning to behavioural market intelligence to gain competitive advantage. We examine how real-time consumer data is transforming client acquisition, retention, and proposition development across the advisory sector.
UK Household Wealth Data: Savings and Retirement Trends Shaping the Advisory Market
New behavioural data on UK household wealth reveals how families are balancing ISA accumulation with pension drawdown. These interconnected financial decisions create both risks and opportunities for wealth managers tracking capital flows.
Pension Drawdown Behaviours UK: How Retirees Are Really Managing Their Income
Behavioural data from UK pension drawdown modelling tools reveals how retirees are actually planning retirement income. The gap between assumed behaviour and real behaviour creates significant advisory opportunities.
HNW Investment Behaviours UK: What High Net Worth Consumers Reveal Through Behavioural Data
High net worth consumers leave distinct behavioural signatures in our data. Understanding these patterns helps wealth managers identify, engage, and retain HNW clients more effectively.