UK Financial Services B2B Data & Contact Lists
UK Financial Services B2B Data & Contact Lists
The UK financial services market includes thousands of firms operating across advice, lending, insurance, investment and specialist financial support.
AccuraData provides targeted B2B data for financial services businesses across the UK, helping you identify the firms and professional contacts most relevant to your sales and marketing activity.
Build your audience around business type, location, company size, decision-maker role and other available criteria, so your campaign starts with a more focused view of the market.
Financial Services is Made Up Of Very Different Markets
A mortgage broker, insurance intermediary, financial adviser and commercial finance provider may all sit within financial services, but they operate differently and buy different products and services.
That distinction matters when you are prospecting.
A technology supplier may want advisory firms with larger teams. A recruitment business might focus on insurance brokers or lenders. A compliance or professional-services provider may only be interested in particular types of financial firm.
Treating the whole sector as one audience can create a database that is far broader than the campaign requires.
A more useful approach is to define the types of financial services businesses that fit your proposition, then narrow the audience further using geography, company size and professional role.
Looking For More Specific Financial Services Businesses
Broad industry categories are not always precise enough.
You may want independent financial advisers rather than wider wealth firms, specialist commercial insurance brokers instead of general insurance businesses, or finance providers operating within a particular lending market.
Other potential audiences could include pension advisers, employee-benefits firms, claims businesses, credit providers and specialist financial consultancies.
The right audience depends on the companies most likely to need what you sell.
Tell us what your ideal financial services prospect looks like and we can look at how that market can be defined using the available data.
What Can Be Included In A Financial Services Data List?
A financial services prospect database can combine firm-level information with relevant professional contacts to support more focused sales activity.
Depending on the audience and information available, records may include business name, postal address, telephone number, website, business classification, geographic information and indicators relating to employee numbers, turnover or company size.
Professional contact information can also be included where suitable data is available.
The most useful decision-maker will depend on what your business provides.
A technology company may want IT or operations contacts. A recruiter may need senior management or HR professionals. A marketing supplier might focus on marketing directors, while a professional-services business could require finance, compliance or commercial leadership.
Who Needs Financial Services B2B Data?
Financial services businesses buy from a wide range of commercial suppliers.
That includes software providers, cybersecurity firms, telecoms businesses, recruiters, training companies, professional advisers, commercial insurers, office suppliers, marketing agencies, data providers and other B2B service businesses.
Different suppliers need different parts of the market.
A compliance technology company may want financial advisers and brokers. A recruiter might focus on larger insurance or wealth businesses. A marketing agency may be more interested in growing advisory firms with established commercial teams.
That is why the value lies in defining the right financial audience before the campaign begins.
Use Financial Services B2B Data Across Your Entire Sales Arm
Once the target firms have been identified, the data can support email, telephone and direct-mail campaigns.
Email data can help you reach relevant professional contacts with messaging tailored to the type of financial business being targeted. Telephone data can support outbound sales teams by helping them identify suitable firms and senior contacts before making contact. Postal data can also be used for brochures, event invitations, service information and other physical communications where appropriate.
The right channel mix will depend on the audience, campaign objective and applicable marketing requirements.
Using Financial Services B2B Data Responsibly
Financial services is a highly regulated sector, but the rules governing financial products and advice are separate from the rules governing the use of business and professional contact data for marketing.
Where professional contact information constitutes personal data, businesses should consider their obligations under the UK GDPR.
The Privacy and Electronic Communications Regulations may also apply depending on the channel used and the type of recipient being contacted.
Telephone campaigns may require appropriate TPS or CTPS screening. Email marketing requirements can vary according to organisation type and recipient. Suppression processes and objections to direct marketing should also be managed appropriately.
The correct approach depends on the data, recipient and campaign rather than on a blanket claim that a database is simply “GDPR compliant”.
AccuraData can also provide supporting services such as telephone screening and database cleansing where required.
Is Your Existing Financial Services Prospect Data Still Reliable?
Financial services databases can age quickly.
Advisers move between firms. Brokerages merge. Businesses rebrand. Offices close or relocate and professional roles change.
If your CRM has been built up over several years, some of the records may no longer reflect the firms or contacts your team originally wanted to reach.
AccuraData’s data cleansing, enrichment and appending services can help identify outdated or incomplete records and add suitable information where available.
That can help improve an existing prospect database before your next campaign rather than replacing it entirely.
Start With The Right Finance Businesses
More records do not automatically create a better sales opportunity.
A supplier targeting regional mortgage brokers needs a different audience from one selling into national insurance businesses or wealth-management firms.
The useful questions are much more specific:
What kind of financial services firm do you want to reach?
Where should they be based?
Does company size matter?
Which roles are most relevant to the purchase?
Those answers help shape the database before it reaches your sales team, reducing the amount of filtering required later.
Define The Financial Services Businesses You Want To Reach
Tell us what your ideal financial services prospect looks like.
That could be financial-advice businesses in selected regions, larger insurance brokers, mortgage firms across the UK or a more specialist group operating within a particular financial market.
We can use that brief to identify suitable targeting criteria and build a B2B financial services database aligned with your campaign.
A more clearly defined audience means your sales team can spend more time prospecting and less time deciding which businesses are relevant.
There is also a big risk from not buying B2B data from the right sources. You’ll end up calling businesses on the CTPS register, or you may find that the ICO will take issue with the data that you’re using. This could result in enforcement action being taken against your business, which can include steep fines.
Don’t just blindly buy data, do your research, or let us help you! We have extensive relationships with reputable and reliable suppliers. This means that you will always get your data on time and the quality of the files you buy will be even higher. The amount of money you save when calling good data over bad data is enough to justify this.
The process of actually getting your file is simple. You ask for a quote, once you’re happy, we’ll run a count on your requirement. Then, we will invoice you and once paid, you will have your new file within 48-hours (It’s normally quicker than that)!
Another big worry for many people who buy, is that they get ignored when there is a problem with their order. With us, you never have to worry about this. Our team is dedicated to making sure that our customers enjoy profit from our data and high satisfaction.
Supplying Accurate Data at ACCURADATA
Frequently Asked Questions
What is Financial Services B2B Data?
Financial services B2B data is business and professional contact information relating to firms operating within financial markets. This can include financial advisers, mortgage brokers, insurance brokers, commercial finance businesses, wealth firms and other specialist financial services organisations.
What Types of Financial Service Businesses Can I Target?
Depending on your requirements and the information available, audiences can include financial advisers, mortgage brokers, insurance brokers, finance providers, wealth and investment firms and other specialist financial services businesses.
Can I Target Financial Advisers Separately?
Yes. Financial-advice firms can be treated as a distinct audience and further refined using criteria such as location, company size and relevant professional roles.
Can Financial Services Firms Be Targeted By Location or Size?
Yes. Audiences can be refined using geographic criteria such as UK region, county, town or postcode area, alongside available employee, turnover or other company-size indicators.
Which Financial Services Decision-Makers Can Be Included?
The most useful roles depend on your campaign. Depending on data availability, relevant contacts may include managing directors, partners, operations directors, commercial contacts, finance directors, compliance professionals, marketing directors, HR contacts and IT decision-makers.
Can I Buy a List of UK Financial Advisers?
AccuraData can help build targeted B2B data for financial-advice firms operating across the UK. The audience can be shaped using criteria such as geography, business profile and relevant professional contacts.
Can AccuraData Clean My Existing Financial Services Database?
Yes. Existing financial-services prospect data can be reviewed through data cleansing, enrichment and appending services to help identify outdated records, improve incomplete information and make the database more useful for future sales and marketing activity.
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