Bespoke Dataset Solutions

In April 2019 we welcomed new team member, Chris Park, to Panacea. Chris spent 30 years at L&G Group, with the latter years as Head of Planning (Intermediary Division), followed by 4 years at Equifax Touchstone. There he helped Panacea enhance our CRM system. We continue to work very closely with Equifax Touchstone, whose data and systems Chris knows inside out both from a client & provider aspect.

As both Equifax Touchstone and Financial Clarity/ Matrix now no longer clean their databases via the FCA it means production volumes and market share, post GDPR is being compared to an out of date FCA verified database.

Panacea has been unaffected by this issue as our database is now cleaned and independently verified by AUTUS Data Services ensuring ‘Registered Individual’ information is regularly refreshed across the entire CF & SF function range.

Consequently, with Chris on board, Panacea can now create data sets from our CRM that interrogate both Equifax Touchstone Data and FCA data enabling us to design customised data sets for a wide range of client potential that is not available elsewhere.

If you are interested in learning more about this, please contact Chris on:

Email - chrispark@panaceaadviser.com
Telephone - 07958 053 053

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