Tools & Insights
Interactive tools designed to help financial services introducers plan, optimise, and scale compliant lead generation campaigns.
All tools below are calibrated against the 2026 UK Financial Lead Generation Intelligence Report: benchmark ranges built at the metric level from UK regulated-firm campaigns meeting the publication threshold across Google, Meta, LinkedIn, and Microsoft. Per-metric sample size and confidence tier are disclosed in the benchmark table.
View the 2026 benchmarksFind untapped markets
Niche Opportunity Explorer
Identify underserved market segments and niche opportunities in financial services with real search data and competition analysis.
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.
Uncover search demand
Keyword Scanner
Discover high-intent search terms and estimate monthly search volume for financial services keywords in seconds.
See real results
Case Study Visualiser
Interactive data visualisations of real campaign performance and client success metrics across financial services verticals.
Size your monthly spend
Lead Budget Calculator
Back-solve the monthly ad spend required to hit a target number of UK financial advice clients.
Pre-screen your copy
FCA Ad Compliance Pre-Check
Free screen for FCA financial promotion failures and Consumer Duty risk patterns in ad copy.
Prospect by postcode
UK Location Benchmarks
Local CPLs, HNW density and niche insights for financial adviser lead generation across 40 UK cities.
Pick the right stack
Channel & Tool Comparisons
Head-to-head comparisons of marketing channels, platforms and adviser tools with clear verdicts.
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.