Knowledge Base
Financial Marketing Glossary
Plain-English definitions for the acronyms, metrics and frameworks that shape financial services growth.
Quick answer
What is the Platinum Prospects Financial Marketing Glossary?
A curated reference of UK-specific marketing terminology for financial advisers: from CPL, MQL and LTV to Consumer Duty, financial promotion approver and Section 21. Each definition is written for both compliance teams and growth marketers, and links to related frameworks and benchmarks.
Glossary coming soon
We are curating definitions for the most searched financial marketing terms. Check back shortly.