A radically simple approach to sophisticated HNW Prospect Research

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A radically simple approach to sophisticated
HNW Prospect Research
PROSPECTING FOR GOLD

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What is MID-AS

• The amalgamation of the Prospecting for Gold
  database with Matrix Datas MID database.
• A new database of containing over 205,000 of the
  wealthiest names in the UK, and growing by
  800/month
• Accessible on-line - (On-Line over the
  Internet)
• Securely load data files for profiling
  selection
• Easy to use strategic planning tool, offering
  extensive wealth intelligence

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Some Perspective
High Wealth
UK Population
Low Wealth
Number of People
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The data behind MID-AS

• The Prospecting for Gold Database
• The UKs largest database of wealthy and
  influential people able to make or influence a
  donation of 5000 or more
• Researched over 12 years from public domain
  information
• Contains over 200,000 records
• Used to raise 200 million for capital appeals to
  date
• Up-to 20 information fields held on individual
  records
• Standard profiles compiled on tens of thousands
  of records

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The Matrix Investor Database (MID)

• A unique database of current active high net
  worth private investors gathered over 20 years.
• Specifically focussed on tax break an above risk
  investments
• Contains c2.5m UK investors, many with portfolios
  worth over 100,000
• Used to raise over 10 billion to date for
  Financial Services clients
• An additional 10-20 information fields are
  available including financially modelled and
  property value/ownership data

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MID-AS data sources
Matrix - large private investment transactions
PFG - Sources of wealth information
Computershare Corporate registrars and investor
intelligence
Capita Corporate registrars and investor
intelligence
Lloyds Corporate registrars and investor
intelligence
Registrars
Experian UKs largest single source of consumer
data
DNB UKs largest resource for business data and
corporate genealogy
Key sports personalities Leading literary figures
Chairman and managing directors of leading
companies - Directors of major advertising
agencies and PR consultancies, editors,
publishers and journalists
Art and antique dealers Artists, composers and
musicians
Leading stockbrokers, bankers and people of
influence in the City
Bishops and church leaders
Directors of UK-based overseas banks and
financial institutions
Prominent members of the legal profession
Film, theatre and TV actors Film, TV and radio
producers and directors
Trustees of grant giving foundations and charities
Peers and Baronets, etc.
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MID-AS Data components
MID-AS
MID Investor wealth intelligence
PFG MID Database
PFG HNW researched wealth intelligence
PFG Database
Breadth of information held
MID Data
PFG Database
The broadest sources of factual wealth
intelligence
Number of records
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MID-AS data contents
PFG primary wealth and network data
Derived Geo-demographic data
Matrix Shareholding Investment data
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MID-AS Development Roadmap

• 4 phases planned
• 1 add MID records not in MID-AS
• 2 add Property Value Database, tenure,
  residency length etc
• 3 - Add Business Network data (business size,
  type, ownership etc..)
• 4 Add Partner and Trustee data (leading law and
  accountancy firms)
• Target grow database to 300k ceiling.

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UK High Net Worth (1m) population
Expat Tax exile 150,000
Sub media too little info 150,000
200,000
Estimated UK High Net Worth Population is 600,000
people
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Client Services from MID-AS
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MID-AS Services

• 2.50 per matched record
• 7.50 per record requested
• 50 per record requested
• POA (typically 200 per record requested)
• 50 each new name with profile information
• 2,000 per report
• Consultancy Day Rate

Subscription - 7500 pa for On-Line and access to
all data (use of data outside On-Line is charged
at discounted rates from above)
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The MID-AS service
TAGS

• Match your data to the MID-AS database
• All that needed is a list of names and addresses
• System Identifies the matched records - Tags
• Purchase a Tag report and undertake further
  research using your own resources or instruct
  specific deep searches.

MID-AS Data Service
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Example Tag Report
MID-AS Data Service
or
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Example Snapshot Report
MID-AS Data Service
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Using MID-AS On-Line as a consultancy power tool

• Leading edge analytic software
• Access to Unique Data
• Fast and conclusive
• Very Customisable

MID-AS Consultancy

• You get the expert, the data and software only
  when you need it
• Define and scope strategies and marketing
  campaigns
• Plan location driven events with precision
  selections!

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Using MID-AS as a Strategy Builder - On-Line

• A web -based software tool that enables analyse
  and segmentation of data sets from any source
• Allows analysis of matched data simply,
  Discovering hidden wealth
• Has a user-friendly interface for easy staff
  access and use
• Load your own Variable also i.e. Donor status,
  life time value, campaign information, split
  lists, churn info etc
• A suite of software and data for
• developing prospect lists for Major donation or
  Capital Appeal campaigns
• Understanding Private Client or Donor potential
• or strategic planning research in fundraising

MID-AS Subscription
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MID-AS Subscription Topology
Remote Data Analysis
Data loading Hosting
Source Data
MID-AS Subscription
On-Line Discoverer
On-Line Web Server
On-Line Server and read only copy of data
model and content
Supporter or client file
Named Users
Firewall Security
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MID-AS On-Line simple 3 pane graphical
interface
1) Windows Explorer data structure
2) Drag and drop working area
3) Tool box
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MID-AS On-Line 1) start with folder structure

• Windows Explorer data layout with expandable
  folders
• Simple navigation through folders and fields
• Configurable menu to your train of thought
• Drag and drop relevant fields to build selections
  

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MID-AS On-Line 2) build selections visually

• Simple selection and querying
• Build, drag and drop queries on the fly
• Select from many wealth variables on the system
• No need to involve IT or costly data analysts
• Optimised for real time results and analysis

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MID-AS On-Line 3) Select from the tool box

• Drag on any tool to work with your selection
• A full suite of visual interrogation and analysis
  tools
• Numerous Wizards and analysis aids

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MID-AS On-Line data viewer and export/import
facility

• Drop in any fields
• Export in many formats Excel, csv, etc
• Pre-saved data grid templates for all common
  exports
• Ideal for generating mailing files or bespoke
  data sets
• Save only the data for snapshot or the query
  for regular refresh

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MID-AS On-Line profiling made easy
Advanced Profiling Module

• Profile data sets based on preset criteria or
  sample data sets
• Uses powerful Predictive Weight of Evidence (PWE)
  modelling
• Undertake statistical or financial response
  analysis to design optimal campaigns and test sets

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MID-AS On-Line create configurable reports

• Embed tables, charts, maps or graphics in
  publishable reports
• Save reports with snapshot for one off or
  live data for regular reporting
• Publishable in PDF, word, PowerPoint, Web pages
  etc