Prudential ClientFinder boosts business growth for advisers

24 August 2016

  • ClientFinder helps advisers to target specific client profiles in their area

Prudential has enhanced its online ClientFinder tool to support financial advisers in identifying business development opportunities in their area.

Using an interactive map, ClientFinder helps advisers to identify key client types in their postcode area and provides profile overviews detailing the key reasons why these particular clients may need support. The tool also provides access to support material to help advisers to connect with clients.

By comparing the numbers of adults against specific types the tool allocates a ClientFinder score for the area. Higher scores indicate more business opportunities for particular client types.

The eight different client types (modest mortgages, golden outlook, guaranteed provisions, steady savers, sage investors, comfortable legacy, cautious stewards and classic moderation) Prudential has identified cover people who are approaching retirement and beyond.

Paul Harrison, head of Prudential’s business consultancy for advisers, said: “Advisers interested in growing their client bank can effectively target opportunities in their area using ClientFinder, enabling them to focus on the right messages when trying to generate new leads for their business.

“We can also support advisers with a host of marketing materials to help engage with potential clients. In addition to clients’ general financial needs, the tool also helps to identify specific financial planning needs based on their profile.”

Client types and retirement life-stages

Client types and retirement life-stages

 

The client types are based on the Financial Strategy Segments (FSS) developed by Experian and each client type has a different profile. The profile is underpinned by over 300 data variables and 150 financial prosperity models that deliver information on the types of product and services individuals need and want. This provides a very robust basis for each profile.

The enhanced tool has an improved scoring system and a more interactive journey for the end user. It can be accessed via: http://www.pruadviser.co.uk/content/229461/clientfinder/

As part of the ClientFinder support Prudential has also developed five client-facing leaflets that focus on university fees planning; pensions freedom; making the most of tax reliefs and allowances; five things to consider to retirement and passing on your wealth.

The leaflets are available on pruadviser.co.uk either as printed Prudential branded leaflets or unbranded print-ready PDFs for advisers to add their own logo. 

Media contact

Louise Bryans

020 7004 8280

Louise.Bryans@prudential.co.uk

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