Interactive Resources

Tools & Insights

Interactive tools designed to help financial services introducers plan, optimise, and scale compliant lead generation campaigns.

2026 Report Insight

£48

Median adviser CPL (Meta) 2026

All tools below are calibrated against the 2026 UK Financial Lead Generation Intelligence Report dataset, covering 420 UK regulated firms across Google, Meta, and LinkedIn.

View the 2026 benchmarks
Live

Find untapped markets

Niche Opportunity Explorer

Identify underserved market segments and niche opportunities in financial services with real search data and competition analysis.

140+ niches analysedCompetition scoringCampaign angles
Open Tool
Live

Model your pipeline

Lead Forecast Simulator & ROI Calculator

Project potential lead volume based on your budget and conversion rates, then calculate expected return on investment across platforms.

Google & LinkedIn dataRevenue projectionsROI breakdown
Open Tool
Beta

Uncover search demand

Keyword Scanner

Discover high-intent search terms and estimate monthly search volume for financial services keywords in seconds.

Real-time volumeIntent classificationCompetitor gaps
Open Tool
Live

See real results

Case Study Visualiser

Interactive data visualisations of real campaign performance and client success metrics across financial services verticals.

Live dashboardsSector benchmarksPerformance trends
Open Tool
Live

Size your monthly spend

Lead Budget Calculator

Back-solve the monthly ad spend required to hit a target number of UK financial advice clients.

Target-client basedNiche defaultsInstant output
Open Tool
Live

Pre-screen your copy

FCA Ad Compliance Pre-Check

Free screen for FCA financial promotion failures and Consumer Duty risk patterns in ad copy.

Guarantee detectionRisk-warning checkConsumer Duty flags
Open Tool
Live

Prospect by postcode

UK Location Benchmarks

Local CPLs, HNW density and niche insights for financial adviser lead generation across 40 UK cities.

40 UK citiesMeta & Google CPLsTop niches per city
Open Tool
Live

Pick the right stack

Channel & Tool Comparisons

Head-to-head comparisons of marketing channels, platforms and adviser tools with clear verdicts.

Meta vs GoogleLinkedIn vs MetaCRM comparisons
Open Tool

Need a Custom Tool or Integration?

We build bespoke tools and integrations for financial services firms with specific requirements. Let's discuss how we can support your workflow.