Financial-Clarity User Manual
Contents
1. 378 425 743 59 398 142 4 543 763 285 112 856 519 259 990 93 991 283 177 026 037 88 807 663 4 984 383 92 679 993 76 155 989 21 49 377 6 164 507 2 294 792 1 53 961 0 25 664 2 239 916 0 289 024 9 157 048 7 158 483 7 59 333 8t 22 016 3t 115 309 4 72 085 9 The profiling dashboard gives an overview of the various sales channels and this data can be further drilled down using variables such as primary business region market sales band and product class This information can be used to track sales performance in different market segments and be used for strategy planning and reporting This dashboard can also be particularly useful when targeting specific segments of the market for example when you want to create a mailing list for a road show or the launch of a new product When you have selected the segment of the market that you are interested move to the Lead Generation dashboard and you can see the firms and the individual contacts that match your selection criteria Outlets by business areas This chart displays the number of outlets that are involved in the different business areas such as Insurance Investment Mortgage and Protection No business simply means that the outlets do not operate in that business area Note that a firm can have involvement in more than one business area and therefore are not mutually exclusive Matrix Data Ltd2. The selection variables available in here are related to the set of criteria for the outlets that the user wishes to see such as market share or how many registered Quarter Year One specific quarter or year can be selected or multiple selections can be made for comparison purpose It is possible to look at either very specific towns or a broader view such as regions Payment frequency Product class Product type Here the user is able specify a range of product criteria as well as select individual products Sales Team Sales Rep Allocated Here it is possible to either look at the performance of specific sales representative or a sales team Matrix Data Ltd 55 New Oxford Street London WCIA IBS Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com IMA Sector Class IMA Sector Type IMA Sector Multimanager Investment asset Financial clarity uses the fund classification IMA sectors which allow easier comparison to be drawn between funds on a like for like basis Controlled function Job title Under this selection tab it is possible to specify the job title of an IFA and also specify their FSA permissions WT C EE E Formatted Font Body Underline Formatted Font Body Underline Formatted Font Body Underline Comment MSOffice9 Update using the new Q1 layout Registered in England no 1934498 Web www financial clarity com
3. Zurich Assurance Ltd Towers Investment Managemen FHM 2ZUE Ltd Integrated Financial Arrangem Zurich amp ssurance Ltd he Bank of Mew fork Mellon Legal amp General Portfolio Man Brewin Dolphin Ltd Scottish Equitable Managed F Lloyds T B Private Banking HSBC Trust Company UK Ltd Jupiter Asset Management Ltd Aviva Lite amp Pensions U K Ltd Clerical Medical Investment Gr Coutts amp Co Citibank International plc Scottish Widows Fund anag WBS AG Baring Asset Management Ltd Aviva Life amp Pensians U K Ltd Scottish Widows Unit Funds Lt Bestinvest Brokers Limited Gerrard Investment Managem Skipton Financial Services Ltd Seven Investment Manageme Sterling 25 Managers Ltd D The intermediaries can be viewed on a firm outlet network or platform level To change the view use the buttons above the tables as displayed below Outlet View fit View Network View Platform View Financial Clarity classifies firms and outlets by the following criteria Outlets All the individual outlets regardless of their FSA register number Firm All outlets reporting under the same FSA register number are aggregated into a firm In the platform view you can see the portion of your sales that are going through platforms and you can also see the non platform sales at an aggregated level if you want to split this sales figure into non platform fund sales and non platform other sales use the GENERAL sele
4. 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence Welcome to Financial Clarity This user manual aims to give an overview of Financial Clarity and act as a guide when creating your data selection and reports The first part of manual will provide you with brief introduction to the 9 interactive dashboards and demonstrate how to use the various selection variables available in Financial Clarity Financial Clarity is a suite of revenue driving business intelligence tools which has been developed exclusively for the UK financial services industry It is an online data hub coupled with a number of analysis tools such as data selection variables and charts which enables the user to create a range of bespoke reports The Financial Clarity data universe is powered by Matrix Financial Intermediary Database MFID which is the most comprehensive database of UK financial intermediaries The database includes over 60 000 registered UK Outlets across the IFA mortgage and protection market This data is collected from a variety of sources MoneyMarketing 33 P dmt NwLaca Acdviser muortgagestrategy A Ma i MATRIX FINANCIAL INTERMEDIARY DATABASE The FSA Register A comprehensive list of all firms and individuals who are permitted to sell and give advice on financial products in the UK All of our subsequent external sources are cross
5. 9 Key Customers And Targets Lead Generation Account Analysis Outlet Details Sales Team Mgmt Market Analysis Product Analysis Values ZO Crestar London 2 9 2010 22 2010 03 Product Class ZO Investment amp Savings Payment Frequency O Recurring Single Product Class j Group Pension Income L protec ES Product Type p Direct Investment Account Distribution Bond Endowment Policies ISA Offshore Investment Bonds Offshore Personal Bonds Stocks amp Shares ISA Unit Linked Bond With Profit Bond Corporate Performance a Region 9 Greater London Own Sales m lvtarket Sales E Market Share Region Mix Own Sales C Region Mix Market Sales a Region E Greater London MatrixData Lid 55 New Oxford Street London WC1A BS Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 a Region E Greater London Email info financial clarity com Comment MSOffice7 Cut and paste the 2 3 line introductions to the various dashboards from the FC brochure and link through to the more detailed information provided on each one After this short intro to the dashboards move on to the general navigation side of things and making selections before returning to the specific dashboards This will prevent you repeating yourself on cycling through objects making selections etc Formatted Normal Formatted Font Body Registered in England no 1934498 Web ww
6. As seen in the Key Metrics table above some sales figures are replaced by a highlighted in red This is in order to comply with firm data anonymity when there are less than 2 data contributors the firm s sales figures are protected in order not to display any individual firm s sales to a particular firm Select your comparison period for the table below This Quarter to Last Quarter Select the number of rows to display in the table below mu NS This Quarter to Same Quarter Last Year Ou Trailing 4 Quarters to Previous Trailing 4 Quarters at Ye rsus Previous Year to Date EPLI Firm Key Metrics Note that the comparison period for which you wish to view in this table is selected by using the drop down menu displayed above the table The selection periods available Quarter to last quarter This quarter to same quarter last year Trailing 4 quarters to previous trailing 4 quarters Yearto date vs previous year to date To create reports where you want to restrict the number of firms displayed you can specify how many rows that you want to include for example the top 50 firms by using the drop down menu as shown below Matrix Data Ltd 55 New Oxford Street London Wc1A fbs Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence This Quarter to Last Quarter Select the number
7. Financial Clarity Total Intelligence individuals the office has Status The status selection variable indicates if the Adviser is currently registered with the FSA Office type With this selection variable the user can define if they only want to include head offices in your data query _ Comment MSOffice10 Add cycle Changing your breakdown view groups Point out that different charts will have different cycle groups The regions are classified by the post offices in the Financial Clarity has been developed with its own UK This shows which location a firm sales are system of classifying the primary business split coming from If a region is labelled other the This classification allows the user you to easily user can select this variable in order to identify track from which type of intermediary their sales which regions are included going through There are three ways of segmenting you product Allows for a split between sales by sales channel sales the product variable is based on the range platform sales non platform fund sales and non of products available for the users firm platform other sales IMA sector group This classification is similar to the IMA sector split The IMA sector group is based on The Investment however under this sales split the IMA sectors Management Association fund classification This have been grouped fund classification makes it easier compare funds like for
8. Scotland East of England Others 343 479145 r4a gon Matrix Data Ltd 55 New Oxford Street London WCIA BS Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence Key Customers and Targets This dashboard gives an overview of the largest intermediaries and accounts by your own sales and market sales The chart on the left hand side shows the top firms by your own sales based on the selections that you have made and will show the whole data universe if no selection have been made On the right hand side you have the same table but showing the top firms by market sales In addition to sales reports you are also able to create customer targets reports thereby identifying intermediaries that offer most potential for growth Similarly you can also identify those intermediaries where your share of their sales are declining or are below average Top Firms by Our Sales C Top Firms by Total Sales Firm Firm Skandia Life Assurance Co Ltd 7 Ds Paradigm Partners LL P Hartford Life Ltd Skandia Life Assurance Co Lte Legal amp General Assurance 5 Hargreaves Lansdown amp sset D FHM ZUK Ltd Brewin Dolphin Ltd Hargreaves Lansdown Asset Scottish Equitable Managed Fu Integrated Financial amp rrangerm Tilney Investment Management Equilibrium Asset Management Gerrard Investment Manageme
9. checked against the FSA register allowing us to provide the most comprehensive up to date marketing focused list of Financial Intermediaries in the UK In house research team Our 20 strong research team conduct research into new outlets and also focus on the top 500 IFA s in the UK of which the top 100 which are published annually in FT s Financial Adviser They also conduct telephone based research such as collecting and confirming the information on financial advisers this further enhances the quality of the database Subscription lists from financial publications Matrix Solutions have partnerships with publication companies such as Centaur Media We receive a monthly data feed of their subscription lists of publications such as Money Marketing Fund Strategy and Mortgage Strategy My local adviser co uk Comment MSOffice1 Can we clearly put the FC support phone number and email address in either the header or footer on each page Comment MSOffice2 Check the name We also publish a second list Add that too Matrix Data Ltd 55 New Oxford Street London WC1A Tas Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence This website is hosted by Matrix Solutions and is a search directory website for consumers wanting to find financial adviser in their area Financia
10. clarity com Web www financial clarity com Financial Clarity Total Intelligence Corporate Performance Corporate performance is the first dashboard and gives a snapshot of your sales performance and market share The sales can viewed at an aggregated level or be segmented by using variables such as geographical location time periods and product types and is displayed using a range of different charts A similar view is provided for the market sales and therefore you can easily compare your sales against the market This dashboard is a good place to start building data selections as it gives a general overview of your sales performance and can allow you to spot interesting areas of a business for further analysis Overview of the different charts Own sales value The first chart shows your own sales value over a specific time period which will be based on your selection criteria Therefore all quarters years for which we have data across all products will be displayed on default when no selections are made The sales can be segmented split into many different areas from specific products and sectors to regions more information see section Split your sales To split your sales right click on a next to in this case REGION and a drop down menu will appear Primary Business Product Class Product Type IMA Sector Gp IMA Sector Channel South West o 9 o o o ai oF o S S g8 g a Quarer If you are viewing your sale
11. like before looking at fund in more detail Matrix Data Ltd 55 New Oxford Street London WC1A fas Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence Other Navigation HOO 8 d E OX K xeemass wlsacion 1 2 J 4 5 A 1 Clear 2 Back 3 Lock un lock selections The user also has the option to lock some of their selections thereby preventing variables from being deleted as explained above When building the selection it can sometimes be useful to lock some of them to preserve the base for the selections for example if the user is looking at a specific region and product type but making a few additional selections on top of that Financial Clarity is able to delve down into great detail and therefore the selections can sometimes become quite extensive by locking of some selections this can make the process much easier When a selection is locked the little circle changes colour from green to grey which then indicates that this selection is locked The selection can be unlocked by clicking on the unlocked padlock 3 and the circle will then become green 4 Add Remove bookmarks Adding bookmarks is good way of creating reports The user is able to share these bookmarks with other Financial Clarity users within their firm This enables easy sharing of information across departments Once the s
12. of rows to display in the table below 1 000 Firm Key Metrics All irm Name Firm Postcode Our 10 at 20 Last 50 Select your comparison period for the table below Paradigm Partners L L P SKS 3ND NZUKLtd EH3 5DG quilibrium Asset Management L L P SKS 3ND Brewin Dolphin Ltd EC1A SBD Skandia Life Assurance Co Ltd S014 7EJ Allfunds Bank SA W1S 2RX artford Life Ltd E14 5DY 3 585 491 25 454 790 4 543 763 25 664 2 Note that all these values can all be exported to an Excel spreadsheet by right clicking anywhere on the table area and choose SEND TO EXCEL from the menu see picture below If you are using a Mac computer note that you can right click by clicking and moving the cursor with two fingers Our Sales Our Sales at at Firm Firm This Last Period Period 66 953 236 73 672 953 53 434 395 49 081 259 Firm Sales This Period Firm Sales Last Period Firm Postcode SK9 3ND EH3 5DG SKS 3ND 66 953 236 587 640 987 73 672 95 488 716 61 gt 49 051 142 EC1A 9BD S014 7EJ W1S 2RX E14 SDY EC2A 4BQ BS1 SIT SWAX 7JJ EH12 9SE E14 2BH EC3M 4BR Y O90 1UU RG12 1TL Profiling 35 324 497 40 343 672 42 507 053 Maximize 5 501 223 1 109 592 10 266 273 40 584 073 a 34 192 493 29 701 859 28 962 348 25 454 790 23 735 523 23 213 501 22 224 041 17 922 800 17 611 234 17 604 871 17 546 524 17 037 057 21 35 478 260 178 168 196
13. 5 273 Firm This Period 74 069 558 49 148 111 49 077 449 35 975 256 29 701 659 28 952 348 25 454 790 25 137 022 23 426 223 27 416 207 18 124 8TT 17 822 800 17 677 294 17 606 547 17 528 524 Last Period EGT 960 369 590 575 905 35 545 336 101 696 621 380 113 546 59 388 142 4 543 763 289 708 380 525 284 022 94 160 747 177 031 509 90 602 422 5 406 749 9 718 320 This Period 74 074 360 491 006 333 49 420 760 188 472 260 296 203 645 53 961 031 25 664 243 245 345 794 293 572 607 157 242 966 158 503 038 59 626 636 22 587 334 115 322 153 The values are represented in 3 different colours e Green positive growth above 596 e Orange positive growth below 5 e Red negative growth Firm Sales Firm Sales Last Period This Period 9 05 99 51 22 31 11 18 39 69 76 91 7 46 7 04 1 46 18 84 21 60 20 29 11 07 5 10 01 99 31 21 35 10 02 53 67 99 15 10 25 T 96 14 25 11 31 20 55 TT 95 b 15 22 6 Growth 9 00 16 55 39 03 T 20 22 05 9 15 464 32 15 31 44 1196 66 94 10 47 34 17 311 67 24 3875 T at Firm 8 0056 6 04 6 75 11 26 20 12 220d 609 8435 15 95 35 69 2234 3835 45 250 9 99 1 481 64 70 91 8 Growth To sort the table by a specific column double click on the arrow displayed in
14. 55 New Oxford Street London WCIA4BS Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Registered in England no 1934498 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence Outlets by Business Areas Business Area Insurance Investment Involvement Product prowider S000 10000 15000 20000 MFID contacts by Controlled Functions MFID Contacts by Controlled Functions Controlled Function CF1 Director CF2 Han Executive Director CF3 Chief Executive CF4 Partner CFS Director af Unincorporat CFE Small Friendly Society CF10 Compliance Oversight CF29 Significant lutanagernent CF30 Customer S000 10000 15000 20000 A Controlled Function relates to permissions that the firm is required to have in order to carry out a regulated activity Contacts with CF30 permission are approved by the FSA to give financial advice MFID contacts by job title MFID is regularly updated using a range of data sources the pie chart below shows the user how many contacts we currently have that directly match their selection these contacts are split by job title In order to see the underlying values you can either export the values to an Excel spreadsheet or hover the cursor over the area of the chart that you are interested in Matrix Data Ltd 55 New Oxford Street London WCIA4BS Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financia
15. Financial Clarity Total Intelligence User manual Matrix Data Ltd 55 New Oxford Street London WC1A las Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence Table of Contents Welcome to eniin EP TID PNE mm 3 ads er cT 4 LOBIN E OSEE E ah ea VU D MEDI a cen nancies aide bI M epr NC PR E ON UE ICM DRIN Ee ere passer RUP NU RERUM QU 5 Change VOD eh seen sas tenses MM hive peso E et arc veoh EAA ea din pan ane AE AE E OR RO OMA 5 Mati Teu gio ia fc P ETT 5 LM CN MS NRI ecc 6 Beioin erels cello RU A ERN E AE E Tc 8 eii isse Eds RTT EE m EEE EAEE E 9 DES d Bras s s eO D RIT n 9 Changing your A a dee RR E DTE 12 EMER AVIS AIO RP NT mE 13 Coma Gch ide R19 MTS aC PETIT TT TT IT TT eevee ee TT 17 Key Customers and Targets usto tarea v ERR A e EP bid SR p edd vais bud iiem a peo Us dila ILE saan m p Du Er usd uir 20 PUT I NRI AER RR TEE 23 Lead Generato aM E OE E ee eee ee eee ee oe eee ee eee eee 25 AE OUN Na Sus uev quada v ne tae DS eno Or ree e mM dee ne Ste E mene ee etree ene ee er in MEE ee 25 ET GS lll ENa N E E N 26 SESTE BI S4 I P E E E E E M 26 Me e NA E E NEE who attest EE O 27 Product Qa V5 ereenn n E EE TA 27 Matrix Data Ltd 55 New Oxford Street London WC1A TBS Registered in England no 1934498 Tel 44
16. X XX 20XX The charts displayed at the bottom of the page show the relative Financial Clarity data coverage over time Note that this data coverage is based on the value of transaction data we receive from our data contributors and does not show the overall market coverage E g 100 6 data coverage means that all Financial Clarity data contributors have supplied data for that quarter A 97 figure would show that we are missing data from contributors that would make up 3 of our total data based on previous quarters On this page you will also find the Financial Clarity support contact details Email Support financial clarity co uk Telephone number 0800 074 0574 Matrix Data Ltd 55 New Oxford Street London WC1A Bs Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence Comment MSOffice6 Update the screenshot to a Q4 2010 or even Q1 2011 if we are that late k Q 3 x x4 Select Bookmark Select Report v Welcome Corporate Performance Key Customers And Targets Lead Generation Account Analysis Outlet Details Sales Team Mgmt Market Analysis Product Analysis Market Analysis Data to 30 09 2010 Financial Clarity Total Intelligence Join us on the Observation Deck Rees Yourname This is the new dashboard interface which launches directly from our Financial Claritv webs
17. ancial Clarity Total Intelligence Indexed sales growth This graph shows your own sales market sales and market share as an index with Own sales set as the index base 100 By using the selection button PERIOD you are able to change the time period for which you are viewing This time period can either be displayed on a quarterly or yearly basis to change the time frame right click on the circular arrow with the label QUARTER Indexed Sales Growth sm Own Sales cm lviarket Sales T Market Share 250 200 11 61 E SUR 10 07 10 16 150 100 50 e gr e e e d p c e d e Quarter SO 4 E E 40 amp w4 FF 9 Own sales mix Market sales mix These two pie charts show the segmentation or split of your own sales and the market sales Note that the data output in these 4 charts will always reflect the same selection criteria and you are not able to separate data queries in different charts The Market mix pie chart will often display more variables as shown in the picture below since it is representative of the market and cover the whole data universe whereas Own sales will only reflect your product fund sales Region Mix Own Sales Region Mix Market Sales Greater London e Region k a Region Yorkshire and The H South West Scotland Greater London South East East Midlands Morth Wiest West Midlands N South West C i Wiest Midlands Yorkshire and The H Horthem Ireland
18. are This information can also be split by for example product type IMA sector and sales channel For your own sales you can drill down the data to see the individual funds that were sold to a particular firm however in the market sales chart you will only be able to see a firm s sales on a product or wrapper level You can also see the sales as an index and track the performance over a specific time period Similar to the Lead Generation dashboard this dashboard will give you information about the individual outlets of the firm s such as the address FSA reference number and office type Matrix Data Ltd 55 New Oxford Street London WCIATBS Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence Click on a FSA number to see all the outlets with the same FSA number Click on an outlet s postcode to see all outlets located at that postcode Click on the outlet type such as head office to see all head offices Outlet details If you have selected an outlet in the Key Customer amp Targets or Account analysis dashboard that you want to know more about you can move to the Outlet details tab In this tab you will not only see the address of the specific outlet but also the outlet s permission s regulatory details and each person s job title that works at that outlet Sales team mgmt Incorporating yo
19. cial clarity com Financial Clarity Total Intelligence Critical lllnzzs Insurance Direct Investment Account Formatted Font Body Print It is possible to print charts from Financial Clarity by right clicking in the chart area and select print from the drop down menu IMA Sector Mix Own Sales E ies le ate Bo Stering Strategic Bond Absolute Retum Others 12 414 575 832 Legend variables If there are two arrows displayed under the legend it means that there are more variables click on the arrows to change the view Registered in England no 1934498 Web www financial clarity com Matrix Data Ltd 55 New Oxford Street London WCIA TBS Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Financial Clarity Total Intelligence Formatted Font Body Bold a Region l Channel Islands East Midlands East of England Greater London Isle af Ivan Horth East Horth Wiest Harthem Ireland Scotland South East South Wiest Comment MSOffice12 Add a hints o l and tips section E g the notes on the QuickStartGuide the suggestion about making selections on one dashboard before moving to the more computer intensive dashboards in order to pull up the screen faster 1 T Matrix Data Ltd 55 New Oxford Street London WC1A fas Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial
20. ction button Matrix Data Ltd 55 New Oxford Street London WCIA4BS Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Registered in England no 1934498 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence Financial Clarity disaggregates the transaction data received from Platforms this allows the user to delve down into the data and view the firms that are buying or selling their products through a particular platform Note that this only applies to the firm s own sales and only the platforms that are data contributors To create this selection simply select a platform under the platform view and move to the firm view where the list of the firms will be displayed As mentioned the user can only see information regarding their own sales data and therefore the table showing the top firms in the market will not be adjusted to this selection Firm Key Metrics In this table you are able to see the sales data of each in this case Firm but also for each Outlet Network or Platform This table can be useful when comparing your sales performance to specific firms Dur Sales Dur Sales at Firm 5ales Firm Sales Dur Share of Dur Share of Firm Our Growth Sales Share at Firm Last Period 67 951 315 53 443 361 35 371 646 40 540 088 42 507 053 23 577 423 3 585 481 21 579 345 37 003 828 1 371 669 56 106 197 33 001 006 19 627 597 1 113 188 10 76
21. election has been created it is possible to save it as a bookmark by clicking on the button add bookmark To share the bookmark tick the box Share Bookmark with Other Users 5 Select bookmarks Formatted Heading 2 Formatted Font Body Bold Comment MSOffice11 Explain what these do Matrix Data Ltd 55 New Oxford Street London WCIA TBS Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence The bookmarks that are created will be saved and available in the drop down menu Add delete selections The selections that have been made will be displayed in the Current selection window This can help keep track of the selections that have made Selections can be deleted using the clear button 1 displayed at the top of the page which is the quickest method of deleting selections However if the user requires that some selection variables remain this can be done by deleting them one by one by clicking on the eraser symbol displayed next to each selection The selections are preserved when moving from one dashboard to another which means that navigation between the different dashboards without having to re select is achieved By keeping the Ctrl button pressed it is possible to make multiple selections for example the user is able to compare two periods e g Q1 2010 and Q2 2009 or if desired to lo
22. ister Change Password Lost your details If you have lost your password we can easily send you a new one just click on Lost you details and enter your username If you enter the wrong password 3 times your account will be locked for security reasons and the account can only be unlocked by the Financial Clarity support team Te avoid locking your account always reset password Hee Comment MSOffice5 How do they reset their password if they are not logged in If they are logged in then they will get For security reasons you can only log in at one browser session at a time You should always logout of the another 3 chances so resetting is not necessary website rather than closing the browser Otherwise you may receive an Account in use message if you attempt to log back in shortly afterwards If you still experience problems logging in or accessing your dashboards please contact our Financial Clarity support team Matrix Data Ltd 55 New Oxford Street London WC1A YBs Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence Landing page Once you have logged in and launched your dashboards you will be directed to the landing page where your name and company will be displayed In the top left corner you will see the period for which the data covers Market analysis data X
23. ite For more information about how ta use the dashboards please visit the leaming zone in the main part of the site If you have any queries please email us at support financial clanty com or call us on 0800 074 0574 CEC Sse BEIM SEIS EIUS Company name Continue LP Quarter Matrix Data Ltd 55 New Oxford Street London WC1A Bs Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence Dashboard overview There are 9 interactive dashboards highlighted in red below available in Financial Clarity Each dashboard serves a different analytical purpose They can provide valuable information for every area of your business such as Marketing Sales and senior management By using the various selection variables that are available users can tailor their analysis to suit a firm s individual business intelligence and reporting needs K ag ow X Select Bookmark w Select Report v Welcome Corporate Performance Key Customers And Targets Lead Generation Account Analysis Outlet Details Sales Team Mgmt Market Analysis Product Analysis P Searc Financial Clarity Total Intelligence ss Y Corporate e Performance Own Sales Value Region by Quarter Br m 4 Region Ene 79 tenon 7967 r gt or o 9g o or o 9 o or o KJ oS S S S S S Channel Islands East Midla
24. l advisers can register for free and the information that is provided when creating an account such as geographical commercial and administrative details is checked against the FSA register and then added to the database Trade organisations membership lists MFID also contains information from membership lists of the main trade organisation of the financial services industry Association of Independent Financial Advisers AIFA and the Association of Mortgage Intermediaries AMI This data is coupled with quarterly transaction data from UK Financial services companies which covers the market of Fund management companies Life and Pension companies and Platforms Website Financial Clarity is a cloud based system and therefore access is not restricted to a single computer and requires no IT installation On the Financial Clarity website www financial clarity com you can find all the information associated with the product but also the latest news and upcoming events Client Zone Keep up to date with your account eS amp B gt g Dashboard Data Upload Costs Documents Newsletters Surveys Overview From the Client Zone area of the website users can access dashboards newsletters and released documents such as this User Manual or What s New which highlights any changes or enhancement to Financial Clarity Access to our Data Uploader is also available from here We are always trying to improve our products and se
25. l clarity com Web www financial clarity com Financial Clarity Total Intelligence MFID Contacts by Job Title Jab Title Chief Executive Cansultant Director Financial Adviser Managing Director other statt Partner Principal thers Lead Generation The information available in this dashboard is linked to the Matrix Financial Intermediary Database MFID which holds all the contact details of the financial intermediaries The information that is available is dependent on the MFID subscription and gives you information such as their personal email addresses telephone numbers FSA reference number and branch office and head office addresses There are two small windows displayed at the top of the page which show the number of outlets and contacts based on your selection that we have identified and are available in the MFID All information can be exported to an Excel spreadsheet by pressing the Export contacts button You can also plot the outlets that you have selected on a Google map by clicking on the Google Maps button Contacts Account analysis When you have identified an intermediary or a number of intermediaries that you want explore in more detail you can do so by moving to the account analysis dashboard This dashboard will display all the information about these account s in terms of your sales to that firm s and their total sales your market share at the particular firm s and the firm s total market sh
26. nds East of England Greater London Isle of Man North East North West 6 10 07 10 1655 Northem Ireland Scotland South East South West Quarer Own Sales m Market Sales Be Market Share Region Mix Own Sales E Region Mix Market Sales c Region Greater London Greater London South East South East Scotland Scotland North West South West South West Yorkshire and The H Yorkshire and The H North West East of England East of England West Midlands West Midlands Isle of Man East Midlands Channel Islands Others Others Matrix Data Ltd 55 New Oxford Street London WC1A Sas Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence General Navigation Making selections Whilst you can use the dashboards without making any selections you will often wish to focus your analysis on particular firms products time periods etc To do this you can select the specific variables and values that you wish to focus upon The variables are available on every dashboard which allows the user you to make selections regardless of which dashboard they are currently viewing When moving from one dashboard to another your selections will be preserved therefore eliminating the need to reselect variables for each dashboard Corporate Performance
27. nities The charts that are available within this dashboard are Sales contribution Total sales Number of contribution outlet Product analysis This dashboard is very similar to the Market Analysis tab however here the user is looking at their own product sales performance It is possible to look at particular funds and how these are performing in different regions or sectors of the market Matrix Data Ltd 55 New Oxford Street London WC1A TBS Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence Matrix Data Ltd 55 New Oxford Street London WCIA4BS Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com
28. ok at ISAs and SIPPs as a group Maximise Some of the dashboards display a number of different graphs and tables which sometimes needs to be maximised in order to see the different values Most of the graphs and charts have a small square symbol in the top right corner highlighted in red below which allows the user to maximise it In order to restore the view press on the same button A chart can be maximised by right clicking on the chart area and choosing maximise from the drop down menu Formatted Font Body Indexed Sales Growth Indexed Sales Growth Eo wm lur Sales at om lur Sales at om Total Sales Clear All Selections wm Total Sales Print x Our Total Sales wm lur Total Sales i Send to Excel m Export Salez x luarket Total Sales Maximize y o n e Garer PAAA ood y o o p dc o p sk F uatr UR uu uou auam um uo Search In the right hand corner of each selection box there is a magnifying class which allows the user to search within the selection menu for example for a particular fund or IMA sector There is also a search bar displayed above the Current selections window which allows the user to search within the data universe for example for a specific company FSA reference number or postcode Matrix Data Ltd 55 New Oxford Street London WC1A 1BS Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www finan
29. p ag S E gw Own Sales Value Region by Quarter C Quarter 2008 01 2008 02 2008 03 2008 04 2008 01 2010 01 2010 02 2010 03 Matrix Data Lid 55 New Oxford Street London WC1A es Tel 44 0 20 7074 1200 Total 1 038 456 381 707 468 147 599 610 553 622 162 087 712 436 839 1 099 454 002 1 387 484 235 1 512 656 744 1 443 684 590 1 605 256 790 1 419 863 135 gt NS d SUO 39 412 338 28 256 890 20 938 960 29 043 138 33 583 868 32 702 353 45 822 007 53 429 623 52 F240 756 63 122 616 75 499 399 Yorkshire and T West Midlands 24 755 119 15 312 280 13 331 824 10 567 972 16 217 063 35 257 792 35 522 296 46 926 511 51 763 062 43 138 408 46 943 192 Fax 44 0 20 7074 1201 Vales Unallocated Region Q s Islands East Midlands Quarer 1 798 898 2 049 821 1 710 672 2 332 912 3 222 751 5 044 744 4 958 586 9 729 004 9 283 926 11 149 352 11 218 038 13 995 265 14 554 577 10 460 209 6 099 302 9 881 836 B 5TT 248 9 110 290 12 330 263 13 059 508 11 141 137 7 051 466 Email info financial clarity com Fast Change South West Sour 58 431 810 42 141 852 41 843 350 42 924 170 43 208 443 47 994 059 59 876 279 93 037 592 92 440 858 113 324 939 63 557 926 Registered in England no 1934498 Web www financial clarity com Fin
30. rvices user feedback is a very important way to ensure the continual advancement of the product and services that we offer Any feedback or ideas that you may have on the product is welcomed and highly appreciated If you have any feedback that you would like to share with us you can either contact our Customer Services team your Technical Account Manager or complete our user surveys Comment MSOffice3 Needs much more on this Copy and paste from the brochure Also mention the ways of accessing FC data briefly before saying that this document concentrates on the dashboards Comment MSOffice4 Move to somewhere more appropriate Perhaps before the website section but after the general intro Matrix Data Ltd 55 New Oxford Street London WC1A Tas Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence Login The login bar is situated at the top right corner of the website To enter your username and password overwrite the username and placeholders Note that the username and password is case sensitive Username LELI TIT Log in Newsletter Sign up Register Lost your details Change your password To change your password you must first login and then click on change password which is displayed under the login bar You are logged in Newsletter Sign up Reg
31. s on a quarterly basis you can easily change this to a yearly view by right clicking on the circular arrow with the label QUARTER displaying the different split options Own Sales Value Region by Quarter 0 o o o o e e SO F ge e G T The values of the charts can sometimes be difficult to read To see the underlying values that correspond to each colour coded area of each bar more clearly you can do so by moving the cursor over the area and a hover box will be displayed as shown in the picture below Matrix Data Ltd 55 New Oxford Street London WC1A fas Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence Own Sales Value Region by Quarter Juarter 2008 01 Region Greater London f Own Sales 277 832 424 a Region Channel Islands East Midlands East of England Greater London Isle af Ivan Horth East Horth West Northem Ireland Scotland South East South West a garer S However if you want to see all the underlying values in a spreadsheet format you can change the view by clicking on the FAST CHANGE button in the top right corner of the chart Own Sales Value Region by Quarter D East of England Greater London Isle of Man North East North West Northem Ireland Scotland South East South West S 4 4 am
32. t Overa legend Matrix Data Ltd 55 New Oxford Street London WCI1A TBS Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence Region Mix Own Sales C Q E Firm View Outlet View Firm Skandia Life Assurance Co Ltd gt TT J P Morgan International Bank Paradigm Partners L L P Hartford Life Ltd ag Primary Business Wealth Manager Unclassified Platform Other Life amp Pensions Fund Manager Financial Adwiser Employee Benefits Consultant Greater London South East Scotland North West South West Yorkshire and The H East of England West Midlands Isle of Man Channel Islands Others Brewin Dolphin Ltd Citibank International plc FNZUKLtd HSBC Trust Company UK Ltd Tilney Investment Management Hargreaves Lansdown Asset Gerrard Investment Manageme Towry Investment Managemen Scottish Equitable Managed Fu Integrated Financial 4rrangem UBS AG Equilibrium Asset Management Barclays Bank plc Zurich Assurance Ltd Aviva Life amp Pensions U K Ltd LL Clerical Medical Investment Gr These are the selections can be made Channel Here you are able to segment your sales by sales channel your sales via platforms or non platforms Outlet Primary Business Network Own Sales Market Sales Market Share Registered Individuals Status Office type
33. the top row of each column as shown in the image below Matrix Data Ltd 55 New Oxford Street London WCIA IBS Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email infoGfinancial clarity com Registered in England no 1934498 Web www financial clarity com Financial Clarity Total Intelligence Last Period Period Last Period This Period 67 951 315 7556 67 960 369 74 074 360 99 99 99 99 53 443 361 49 148 111 590 575 905 491 006 333 9 0596 10 01 35 371 648 49 077 449 35 546 336 49 420 760 99 51 99 31 40 540 089 35 975 258 181 696 821 168 472 260 22 3196 42 507 053 29 701 859 380 113 546 296 293 645 11 1896 23 577 423 28 962 348 59 398 142 53 961 031 39 69 3 585 491 25 454 790 4 543 763 25 664 243 78 91 21 679 345 25 137 022 289 708 380 245 345 794 7 4896 37 003 829 23 426 223 525 264 022 293 572 607 7 04 1 371 669 22 418 287 94 188 747 157 242 968 1 46 58 186 197 18 124 677 33 351 006 17 922 800 177 031 509 158 503 039 18 8496 19 627 597 17 677 894 90 882 422 59 826 638 21 60 1 113 188 17 606 647 5 486 749 22 587 334 20 29 10 266 273 17 546 524 92 718 320 115 322 153 11 07 40 584 073 17 037 057 76 203 837 72 126 593 53 26 Our Sales Our Sales jat Firm Sales Firm Sales Our Share of Our Share of at Firm Firm THis tm Lagt Period This Period Firm Sales Firm Sales Data anonymity
34. ur sales structure into Financial Clarity can enable you to track your sales teams sales performance and enhance the overall data Sales Activity by Sales Rep Sales Activity by Sales Rep m hara af Accounts Sales amp Share of Accounts Sales s Value Sales Volume o R cn R E R 15 o By clicking on the circular arrows you can change the view from the performance of the sales team to individual sales representatives To get an overview of a sales team or a sales representative s performance 1 Select the team or person and move to the Corporate performance dashboard to see the team s or representative s sales performance and compare this against the market 2 Move to the Key customers and Targets dashboard to see the number of accounts that has been allocated to this team or person Matrix Data Ltd 55 New Oxford Street London WCIA4BS Registered in England no 1934498 Tel 44 0 20 7074 1200 Fax 44 0 20 7074 1201 Email info financial clarity com Web www financial clarity com Financial Clarity Total Intelligence 3 Select an account and move to the Account analysis dashboard to analyse the account in more detail for example the funds and products that were sold to a particular firm Market analysis This dashboard will provide the user with market sales data and give an overview of the market performance over time This can allow you to spot market trends and identify opportu
35. w financial clarity com Financial Clarity Total Intelligence 77 The user can make their selections one by one or if preferred it is possible to Formatted Font Body select multiple variables This can be achieved by clicking and dragging over for a EDD coe example the quarters or years that you want to select The selections will then be highlighted in green Alternatively it is possible to make multiple selections by holding down the Ctrl button and clicking on each variable This will allow you to compare your sales performance across two periods such as Q3 2010 and Q3 2009 Current Selections The Current Selection window displayed in top left corner shows all selections _ Formatted Font Body Fields TE pre made and helps monitor the data query as it develops Comment MSOffice8 Explain how t fe ie dp 2010 22 2010 03 Product Class cp Ql Investment amp Savings you can remove a selection using the current selections box Financial Clarity is a very intuitive product as most of the charts and tables that you see can be selected Note that if no selections are made Financial clarity will show the whole data universe To make a selection from one of the charts the user can either click on a chart area or if preferred make multiple selections by clicking and dragging the cursor over the area that you wish to select as shown in the picture below Overa bar chart Over a pie char
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