FAQs

What is TOVO and who is it for?

TOVO is a precision lead-generation platform for teams selling into UK financial services. Revenue, growth, and partnerships teams use it to find and connect with decision-makers at FCA-regulated firms (banks, asset managers, hedge funds, fintechs, insurers, e-money/payments, brokers, advisors, and more).

Where does TOVO’s data come from?

We source firms and individuals from the FCA Register and enrich them with Companies House data (e.g., revenue, headcount, officers/PSCs). Our industry experts verify and classify each company’s activities to improve precision over generic tools.

How fresh is the data? Do you track SMF/CF changes?

Yes. The FCA requires firms to notify role changes for Senior Management Functions (SMFs) and Controlled Functions (CFs) before they take effect or within 10 business days after. TOVO ingests FCA updates as they’re published and surfaces new entrants, appointments, and departures so your lists stay current.

How is TOVO different from LinkedIn Sales Navigator, Apollo, or Lusha?

Those tools are broad; TOVO is FS-specific and built on FCA-verified records. You can filter by regulatory permissions, entity type (directly authorised vs appointed representatives), roles tied to regulation, revenue/EBITDA, headcount, AUM (AI-estimated), and more—plus export verified contact details.

What filters can I use to build lists?

Core filters include Sector (AI), Verified Activities (expert-validated), Regulatory Permissions, Revenue & EBITDA (Companies House), Firm Size & Headcount (FCA individuals, Companies House employees, AI-estimated AUM), Location (FCA), Entity Type (direct vs appointed representatives), Job Role & Function (SMFs, CFs, Directors/PSCs, LinkedIn titles), and more.

Do you provide verified emails and phone numbers?

Yes. TOVO provides verified personal office emails, landline numbers, and postal addresses where available. We use multi-step verification and ongoing bounce monitoring; users can flag inaccuracies so we can re-verify quickly.

Does TOVO include appointed representatives (ARs) as well as directly authorised firms?

Yes. Use Entity Type to include/exclude directly authorised firms and appointed representatives. You can also map AR networks back to their principal firms for targeted outreach.

Is TOVO GDPR/PECR compliant for B2B outreach?

TOVO provides data on professional contacts at regulated firms with compliance support (suppression controls, data provenance, auditability). Your team is responsible for establishing a lawful basis (often legitimate interests), honoring opt-outs, and complying with GDPR/PECR in your outreach.

What integrations does TOVO support?

Export to CSV/Excel and with the enterprise version there is sync to CRMs like Salesforce and HubSpot. Teams also connect TOVO lists to sequencing/outreach tools via native integrations or middleware (e.g., Zapier).

What coverage do you have—industries, roles, and geography?

Coverage is UK-only (FCA-regulated) today. Industries include banking, credit/lending, fintech, payments & e-money, FX/brokerage, fund management & custody, insurance, investment firms, market infrastructure, and advisors. Roles span Compliance Officers, CEOs, CROs, COOs, Portfolio Managers, Traders, Directors/PSCs, SMFs/CFs, and more.