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INSIGHT Ideas
3 VOTE
Status Shipped
Created by Guest
Created on Feb 17, 2020

Panel level data - Intermediary perspective

I know this has been mentioned and was previously called 'Firm Level Data' and was raised from a lender perspective. 

 

I am adding this to AHA as I could not see the requirements for this and it cropped up in the intermediary uses for Insight meeting on Friday.

 

In order to sell Insight data to the intermediary market, it would need to be separated into panels first.

 

Once this has been completed, firms could use this to conduct internal audits, compare to the wider market, ensure that staff are compliant with searching and using the sourcing system properly.

 

Lenders could use this to identify attrition rates along the analysis funnel journey and use this to inform strategic placement of BDMs. it would also highlight gaps in their distribution.

 

Both lender and intermediaries are keen to get this underway.

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    David Teague
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    Mar 17, 2020

    Hi Hannah,

    This is already on the Roadmap, so I will close this one.

    Thanks

    David