Turn Financial Behaviour into Acquisition Strategy
Real-time ISA and investment intelligence for fintech strategy & growth teams.
🧠 Welcome to TFE’s Case Study Site
Here you will explore how our first-party, real-time behavioural data helps you uncover high-value user segments — before your competitors do.
TFE surfaces deep signals from ISA switchers and retail traders, helping fintech and marketing teams:
- Cut CAC by targeting switchers and traders who actually convert
- Refine messaging by income, risk, experience, and deposit patterns
- Benchmark competitor retention, intent, and user quality
🎯 Explore Your Vertical
Explore ISA Case Study
- Preview real ISA data for competitor platforms
- Segment switchers & depositors by risk and deposit size
- Explore valuable segments for conversion
Explore Investment Platform Case Study
- Explore investment & trading behaviour
- Competitor platform user behaviour
- Discover acquisition opportunities
🧭 What We Do
We track real-time, first-party behavioural data across retail investment and trading platforms — including switching intent, experience level, risk appetite, and segment-level movement.
Our reports and APIs help fintech teams reduce CAC, identify growth opportunities, and target valuable customers before competitors do.
🔍 How Our Clients Use Us
- 🧩 Segment ISA switchers by deposit size, risk, and platform origin
- 📈 Identify where high-value traders are hiding across brokers
- 🧠 Guide growth strategy with behavioural data — not just demographics
- 💡 Benchmark your platform’s retention vs. competitors
Explore More
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