FINANCIAL SERVICES MARKETING DATA

Build campaigns that reach the right regulated firms

Turn the FCA-regulated market into precise, segmented audiences for campaigns, events and account-based marketing across wealth management, mortgages, insurance and investment.

  • Build segmented audiences by permission, type and region
  • Power account-based marketing with firm and people data
  • Target events, webinars and field marketing
  • Keep campaign and CRM lists fresh as the market changes
ICP MATCH · LIVEFCA · COMPANIES HOUSE · LINKEDIN
IFAs & wealth managers in the North West · AUM > £100M
278 firms ↵
FirmStatusSignalFit
Northline AdviceAR · newSentinel networkHigh
Cedar WealthAuthorisedPermission +High
Marshfield FinanceAREvent segmentMed
Harbour PlanningAuthorisedCRM gapHigh
2,481
matched firms
318
net new in 30d
64
priority accounts
THE PROBLEM

Why marketing to financial services is difficult

Marketing into regulated financial services means reaching the right firms with the right message. But the underlying data was never built for campaigns, so audiences are hard to build and even harder to keep current.

No campaign-ready audiences

The FCA Register can't be segmented, synced or turned into the audiences a campaign actually needs.

Weak segmentation

Permissions and regulatory categories are difficult to convert into usable marketing segments.

Audiences go stale

Firms get authorised, change permissions and move networks - and your lists fall out of date fast.

ABM is hard to target

Building accurate target account lists for regulated firms means stitching together multiple sources by hand.

Generic data lacks context

Standard B2B databases don't understand permissions, ARs or how regulated firms are structured.

Hard to prove relevance

Without regulatory context it's difficult to personalise campaigns or show prospects you understand their world.

How teams use Distos

How marketing teams use Distos

Not features - the jobs marketing teams use Distos to do, from building audiences to keeping campaigns current.

CAPABILITY-01 · Audience Building

Build campaign audiences from the regulated market

Marketing teams need more than a static list. Distos turns FCA records into audiences you can actually run campaigns against.

  • Transform FCA records into searchable, segmented audiences.
  • Build target lists for email, content, paid and outbound campaigns.
  • Reach firms and segments the FCA Register can't surface on its own.
Discover · 2,481 firmsLive
IFAs & wealth managers in the North West · AUM > £100M
Northline Advice974 220ARNew AR
Cedar Wealth311 884AuthorisedPermission +
Marshfield Finance201 552AREvent segment
Harbour Planning418 097AuthorisedCRM gap
CAPABILITY-02 · Segmentation & ABM

Segment for account-based marketing

Define the accounts that matter and enrich them with the regulatory and people context ABM needs.

  • Filter by firm type, permissions, status, activities and location.
  • Build target account lists for tiered and one-to-one ABM.
  • Layer in appointed representative relationships and enrichment signals.
Segment · 5 conditionsAND/OR
Firm typeisWealth Manager×
AND
PermissionisDiscretionary mgmt×
AND
LocationisGreater London×
AND
AR networkisSentinel · 12 firms×
AND
StatusisAuthorised×
—— 142 firms matchSave segment ↵
CAPABILITY-03 · Events & Field

Target events, webinars and field marketing

Turn segments into invite lists and field marketing audiences without exporting another stale spreadsheet.

  • Build invite lists by region, firm type and permission profile.
  • Prioritise accounts for field marketing and partner campaigns.
  • Keep audiences current as the regulated market shifts.

Sentinel Wealth Network

Authorised
FRN
311 884
ARs
47
Staff
184
Tier
High
PERMISSIONSDiscretionary mgmt · MiFIDFCA
PRINCIPALSentinel Group · 3 controllersCH + AI
HEADCOUNT184 · +12 in 90dLinkedIn
LAST CHANGENew AR appointed · 18 MayLIVE
CAPABILITY-04 · Campaign-ready Data

Keep campaign and CRM data current

Push clean, enriched audiences into your stack and keep them fresh as regulated firms change.

  • Export campaign-ready audiences for CRM and marketing platforms.
  • Set up watchlists and alerts for ICP-fit changes.
  • Refresh lists automatically as firms, permissions and ARs change.

Lists & exports

4 active
TOTAL ROWS
1,012
FRESH
< 1h
DESTINATIONS
CRM · CSV
Q3 IFA outbound — North West487Live
Wealth Mgrs · HubSpot enrichment312Synced
AR appointments — last 30d124CSV
Event invite list · London Q389CSV
WHAT WE DO

From raw market signals to live commercial intelligence.

Distos ingests, resolves, enriches, and monitors the regulated financial services market — the engine that sits between public data and the workflows it unlocks.

Companies House
FCA Register
Firm websites
Social media
Public filings
News & announcements
DISTOS INTELLIGENCE LAYER
Understand
Classify firmsMap relationshipsVerify regulated status
Enrich
Crawl websitesDetect technologiesBuild profiles
Monitor
Track market changesSurface signalsIdentify movement
UNKNOWNUNDERSTOOD
Search & segmentation
Natural language search
Advanced filtering
Firm type categorisation
Watchlists
Saved firms
Dynamic lists
Account tracking
Monitoring & alerts
New firm alerts
Firm updates
Permission changes
Research & exports
Company profiles
Intelligence summaries
CSV export
WHO IT'S FOR

Used by teams across regulated financial services

Demand generation

Build segmented audiences for email, content and paid campaigns across regulated firms.

Account-based marketing

Define and enrich target account lists for tiered and one-to-one ABM programmes.

Field & events marketing

Build invite lists and regional audiences for events, webinars and partner campaigns.

Marketing operations

Keep CRM and campaign data clean, enriched and current as the market changes.

WHY DISTOS

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.

Generic data providers
  • 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.
Distos
  • 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.
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Natural language searchWatchlistsICP targetingSmart segmentationLive firm intelligenceReal time alertingNatural language searchWatchlistsICP targetingSmart segmentationLive firm intelligenceReal time alertingNatural language searchWatchlistsICP targetingSmart segmentationLive firm intelligenceReal time alertingNatural language searchWatchlistsICP targetingSmart segmentationLive firm intelligenceReal time alerting
FAQ

Frequently asked questions

Everything you need to know about using Distos to build marketing campaigns, ABM programmes and event audiences in the UK financial services space.

Yes. Distos helps marketing teams turn FCA Register data into segmented, campaign-ready audiences for email, content, paid, events and account-based marketing in regulated financial services.

The public Register is built for checking firms you already know. Distos is built for discovery, segmentation and audience building, so marketing teams can target firms by the criteria that matter to a campaign.

Yes. Distos lets you define target account lists by firm type, permissions, structure and location, and enrich them with people-level context for tiered and one-to-one ABM.

Yes. You can create invite lists and field marketing audiences segmented by firm type, permission, activity, location and other public or private enrichment filters.

Yes. A key feature of Distos is that it turns regulatory permissions into usable marketing segments you can run campaigns against.

Yes. Distos supports export workflows so you can move campaign-ready audiences into your CRM and marketing tools and keep them enriched.

Account-based marketing focuses campaigns on a defined set of target firms rather than a broad market. In regulated financial services, Distos helps build and enrich those target account lists using FCA Register data, permissions and firm relationships.

Yes. Distos can monitor firms and set up alerts for new authorisations, permission changes and appointed representative movements, so your campaign audiences stay current.

Stop searching the market.
Start understanding it.

A 30-minute demo is enough to see where Distos fits in your workflow. Bring a target, a watchlist idea, or a question about the market.