Access to Defaqto experts
Our insight experts are happy for you to pick their brains about trends in the market, changes to the product landscape, and regulatory impacts. While our marketing team can help you get the most out of your ratings.
In today’s competitive market, delivering a standout proposition that offers genuine value to advisers and consumers is key to success.
But when you’re dealing with changing customer expectations and continually-evolving regulations, keeping pace with this shifting landscape can be a challenge.
With our tools, you can create and distribute propositions that truly meet people's needs. And you can evidence, demonstrate and justify your product decisions – a key part of the FCA’s Consumer Duty regulation.
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Governance, Compliance and Senior Management
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Proposition, Product and Underwriting
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Marketing
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Channel Management, Distribution and Trading
Reach more than a third of UK advisers
Develop highly competitive propositions by harnessing our deep understanding of advisers and their product preferences. We can then help you distribute them to thousands of financial advisers using our popular financial planning software, Engage. Make sure advisers fully understand how appropriate your offerings are for their clients, using our independent, expert ratings and reviews.
How we can help you
Our product comparison and benchmarking tools cover the whole market, and can support you in:
- creating useful and timely propositions, to increase assets under management and fee income
- monitoring competitors and modifying your products to make sure they remain relevant to advisers and their clients’ needs
- maximising the chance of your products being recommended by advisers
- meeting your regulatory requirements and giving consumers better value for money.
Increase sales opportunities
Get your products seen and understood. Use our independent financial planning tool, Engage, as a distribution channel to more than 30% of advisers across the UK. And show advisers the quality of your product using our unbiased ratings and reviews.
Learn more about Engage, Star Ratings, Service Ratings and Investment Reviews.
Design superior products
Our data will help you anticipate consumer needs. So you can create quality propositions that deliver more than your competitors’ offerings. Developing superior products will lead to strong relationships with advisers, thereby boosting customer acquisition and retention.
Learn about Defaqto Matrix
Understand the market
Get a unique, dynamic, whole of market product view with our benchmarking tool, Matrix. Track competitors, and use what you know to differentiate your products. Then increase your revenue by developing and launching the right proposition at the right time.
Learn more about Defaqto Matrix
Prove your worth
Give people good reason to trust you. Use our independent and impartial ratings across your marketing campaigns to demonstrate the quality of your proposition to advisers and consumers alike.
Learn more about Star Ratings and Service Ratings.
World class service
Dedicated Account Manager
A single point of contact will support you throughout your relationship with us. They’ll conduct regular reviews with you to make sure Defaqto continues to meet your needs.
Personalised support
Face-to-face workshops, online demos and branded materials will help engage and educate your staff so you can get the most out of our services.
Relevant products
Discover more about how our financial products and market intelligence can help your business grow.
Star Ratings
Our recognised standard, trusted by consumers and industry alike. Star Ratings assess the features and benefits of more than 10,000 financial products, helping you guide customers effectively and improve conversion rates.
Service Ratings
Compare the quality of service across multiple product providers. Use our ratings to communicate the quality of your own service. Or – as a Financial Adviser – to support your product selection and recommendation process.
Matrix
See how your propositions stack up against your competitors’ offerings. Our software keeps you up to date, giving you the insight to create standout products and respond quickly to market changes.
Compare
Check the features, cover levels and fees of multiple financial products in an instant. Compare helps consumers make informed decisions, and gives product providers a way to demonstrate the value of propositions.
What can we do for you?
Call us today on 01844 295 546 or email sales@defaqto.com and let's start a conversation.
