Turn Retail Financial Behaviour into Acquisition & Retention Strategy.
Real-time, cross-platform, consumer savings and investment intelligence for strategy.
About Our Case Studies
You will explore how our first-party behavioural data helps you uncover high-value user segments, before your competitors do.
TFE surfaces switching signals and key behaviours across a diverse range of UK savers and investors from ISA switchers, retail traders & credit card users 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, monthly deposits and segment-level movement.
Our reports and APIs help fintech teams reduce CAC, increase LTV & identify valuable customer segments 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
→ Want the next Insight Report in your inbox?
→ Want to compare your performance?
