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scottish provident online life matrix
Scottish Provident approached LEWIS to digitise their Life Matrix support tool which helps IFAs identify business opportunities through providing useful customer segmentation information and downloadable approach letters that IFAs can send to their existing and potential clients. Previously only available in CD format, LEWIS worked with Scottish Provident to develop the Life Matrix tool improving its visual appeal and usability while making it available online and on a handy USB stick. Now, Financial Advisers have constant access to the online Life Matrix which features intuitive navigation and details useful information that supports their business development objectives.