Case Study

Launching an investment proposition into the UK intermediary market

Launching an investment proposition into the UK intermediary market

Launching an investment proposition into the UK intermediary market Vital Statistics The Brief Our Financial Services division were approached by one of the biggest financial services brands in the UK and Europe to launch a new product. We would provide business development teams to launch a new investment proposition into the UK intermediary market for the first time. Our team would work in partnership with the client’s in-house specialist technical and marketing resources to promote and educate the proposition to financial advisers across the UK. The Activity We provided nationwide field based salespeople and a Glasgow-based telephony team with its own intermediary panels. Both of these teams had direct ownership for promoting the proposition to thousands of financial adviser businesses

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