Prudential has make changes to its online ClientFinder tool which helps financial advisers find business opportunities in their area.
Using an interactive map, ClientFinder helps advisers find client types in their postcode area and provides profile overviews explaining why these particular clients may need support.
As part of its changes, Prudential has improved the scoring system to help advisers to identify where the biggest and best opportunities lie for them in a specific geographical area.
Its leaflets have also been updated based on feedback from clients and customers and there is also a white-label option so advisers can brand them.
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.”
Prudential has created eight different client types which cover people who are approaching retirement and beyond.
The client types are based on the Financial Strategy Segments developed by Experian and each client type has a different profile underpinned by more than 300 data variables and 150 financial prosperity models that deliver information on the types of product and services individuals need and want.
The five client-facing leaflets Prudential has developed 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.
