Profile Group has moved with the times, becoming key players in the online market incorporating share and fund data, with clients ranging from banks to stockbrokers and independent financial advisers (IFAs). Learn from Profile's Ernie Alexander how a chance meeting with a (then) FE representative in the early 2000s has led to an enduring data partnership that continues to grow today.
When Chris Walklate, Product and Proposition Manager for Wesleyan, revamped the company’s online fund centre, he was looking for something high impact that would showcase Wesleyan’s funds and ‘bring the data to life’ for Wesleyan’s customers. He selected FE fundinfo's Digital as the means to achieve this
Jemma Gosling, senior marketing manager for BNY Mellon Investment Management, explains how a unique content partnership with Trustnet is helping her to increase levels of engagement with IFAs and wealth managers and promote understanding of the firm’s multi-boutique model.
BMO had been using FE fundinfo’s Regulatory Documents & Templates solution for UCITs KIIDs for about three years. So, when the pressure was on to comply with the latest round of regulatory requirements in the shape of PRIIPs and MiFID II, it seemed logical to extend FE fundinfo’s services to cover the new regulations.
Investec Asset Management became a user of FE Analytics in April 2017 and whilst the relationship remains young, sales manager, Alex Jones and sales director, John Lester explain how Investec Asset Management is already seeing the benefits that the tool provides.