Turn adviser engagement into real opportunity
Panacea connects your messaging with advisers actively researching, planning and placing business — helping turn engagement into qualified leads and actionable insight.
How it works
The process
1
Define audience and objectives
We work with you to identify priority adviser segments based on your product focus, target market and commercial goals.
2
Build the campaign
Content is supplied by you or developed with our support, aligned to your commercial objectives and shaped around adviser needs. The email is then built by Panacea and shared with you for sign-off.
3
Distribute
Campaigns are scheduled and delivered via Panacea to the adviser audiences defined in step 1, using behaviour-led targeting.
4
Capture and report engagement
We provide GDPR-qualified contact data alongside real-time insight into engagement and emerging demand.
How we deliver
Targeting built on real adviser behaviour
Our campaigns are informed by aggregated data sources, helping identify where advisers are active and where demand is building.
- Community engagement behaviour
- Market flows by sector and theme
- Firm characteristics and FCA register matching
- Indicators of where advisers are placing business
- Firm size, AUM and investment approach
- Adviser type, role and geographic profile
What you get
Outputs and support
Each campaign combines delivery, lead capture and reporting in one structured process.
- Sent from Panacea as a trusted, independent source
- Content provided by you or developed with our support
- Targeted distribution to relevant adviser segments
- GDPR-qualified contact data from engaged advisers
- Real-time reporting and campaign insight
Commercial benefits
What this delivers for marketing and sales teams
Qualified leads
Generate adviser leads that support meaningful follow-up.
Relevant reach
Reach advisers already active in research and planning.
Better follow-up
Support sales teams with warmer, more actionable opportunities.
Extended coverage
Broaden reach beyond your existing database and channels.
Lower internal strain
Reduce pressure on internal teams and email infrastructure.
GDPR-consent process
Clear consent and data-sharing controls
Adviser data within Panacea is collected on a consented basis, with clear permissions and ongoing preference controls.
1
Direct registrations
Advisers can register directly via the Panacea website.
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2
New entrants
We invite any new RIs to join the Panacea Community.
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3
Privacy Policy
This states who data may be shared with, including our partner firms.
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4
Preference controls
Ongoing opt-out and preference management remain in place.
Next step
See how Bento Bulletins support ongoing adviser visibility
Explore how Bento Bulletins help keep provider content visible between lead generation activity, reinforcing recognition and supporting broader engagement.