Short, evidence-led pieces drawn from the same behavioural data that powers our institutional reports. New analysis published most weeks.
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.
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.
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.
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.
Our monthly reports give you provider rankings, segment shifts and the underlying tables behind every insight here.
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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.
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.
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.