Find and win the right regulated financial services accounts
Turn FCA Register data into lead generation and prospecting you can act on — discover regulated firms and decision makers that match your ICP, then build qualified lists for outbound sales and business development.
- Build prospect lists by permission, firm type and territory
- Identify decision makers and regulated individuals
- Prioritise accounts with enrichment and live signals
- Monitor new authorisations and market changes in your patch
Why prospecting into financial services is difficult
Regulated financial services is one of the hardest B2B markets to sell into. The data exists, but it was never built for commercial teams - so finding, qualifying and reaching the right accounts is slow, manual and easy to get wrong.
A fragmented market
Thousands of regulated firms span advice, mortgages, insurance and investment, with no single commercial view of who's who.
Outdated CRM data
Firm names, statuses and contacts drift out of date the moment your last data pull finishes.
Hard to find the right firms
The FCA Register lets you look up firms you already know - not discover net-new accounts that match your ICP.
A changing adviser landscape
Advisers move, firms restructure and appointed representative networks shift constantly.
Poor segmentation
Permissions and regulatory categories are difficult to turn into prospect lists reps can actually work.
Generic data lacks context
Standard B2B databases don't understand permissions, ARs or how regulated firms are structured.
How sales teams use Distos for business development
Not features - the jobs sales and business development use Distos to do, from net-new discovery to keeping prospect lists current.
Find regulated firms your team does not already know
Distos helps sales and business development teams discover FCA-regulated firms beyond the accounts already in your CRM.
- Turn FCA records into a searchable commercial dataset.
- Surface new accounts, niche segments and territories worth pursuing.
- Build outreach lists for outbound, partnerships and regional coverage.
Segment prospects so reps focus on the right firms
Sales teams need more than a raw firm dump. They need ranked, filterable prospect lists tied to how you actually sell.
- Filter by firm type, permissions, status, activities and location.
- Use appointed representative relationships and enrichment to qualify fit.
- Set watchlists and alerts when ICP-fit firms change on the register.
Enriched firm and people profiles for qualification
A firm's FCA record is a start, but reps need enough context to prioritise accounts and personalise outreach.
- See how firms are connected and what activities they perform.
- Layer public and private enrichment beyond basic register fields.
- Give sales the context to qualify, tier and sequence accounts.
Get pipeline and CRM ready, fast
Turn prospecting work into lists, exports and monitored watchlists instead of another tab-heavy research exercise.
- Build targeted lists for SDR, AE and partner sales motions.
- Export account views for CRM enrichment and outreach tools.
- Keep prospect lists current as firms, permissions and ARs change.
Used by teams across regulated financial services
Sales & business development
Build qualified prospect lists and prioritise the regulated firms worth pitching.
Technology & data vendors
Target the regulated firms most likely to buy your platform, tooling or service.
Outsourced & professional services
Reach compliance, paraplanning and back-office buyers across financial services.
Networks & consolidators
Find advisers and appointed representatives that fit your proposition and model.
Why generic B2B data doesn't work in regulated financial services
Standard databases treat regulated firms like any other company. But financial services runs on permissions, regulated individuals and intermediary relationships that generic providers simply don't capture.
- No regulatory context - permissions, statuses and regulated activities are missing.
- Blind to appointed representative and principal firm relationships.
- Static snapshots that go stale as the market moves.
- Can't segment by the things that actually define a regulated firm.
- FCA-linked intelligence built around permissions, statuses and activities.
- Maps appointed representatives, principals and intermediary structures.
- Monitored and refreshed as firms, people and relationships change.
- Specialist segmentation made for regulated financial services markets.
- Enriched data from multiple sources.
Insights on lead generation and sales prospecting
Practical guides to using the FCA Register for business development, discovery, segmentation and B2B sales in regulated financial services.
How Investment Platforms Can Find FCA Regulated Firms to Target
Learn how investment platforms can use FCA Register data and enrichment to identify, segment and prioritise adviser firms, wealth managers and intermediaries.
How Asset Managers Can Use FCA Register Data for Distribution Targeting
Learn how asset managers can use FCA Register data to identify adviser firms, segment distribution targets and achieve better results.
Best FCA Data Providers for Sales & Marketing
Compare the best financial services register data providers for sales, marketing, lead generation, sales prospecting, ABM, events & more.
Frequently asked questions
Everything you need to know about using Distos for sales prospecting and pipeline development in UK regulated financial services.