Automation and Versatility of Templates Aiding Report Authoring
ANALEC ResearchWise delivers enormous flexibility and embedded intelligence in MS Word report templates to aid the various conditional formatting requirements of a research organization, with the "condition" triggers driven off sectors, companies and data-points available on each company within the ResearchWise system. The above ensures each team and/or individual analyst retains their flexibility in authoring while ensuring the business meets its overall quality control, consistency and branding objectives.
Dynamically feed content to multiple portals and presentation layers within the organization
ANALEC ResearchWise allows an Asian financial giant to leverage its investment research content to populate their bank-wide portal in both HTML and PDF format; including the ability to tag reports and content (applying a range of criteria) for easy search, retrieval and personalization capability on the portal. Content delivery involved taking components from investment research reports (based on context and specific requirements of the business) to feed specific areas of the portal.
ANALEC ClientManager empowers a global investment bank’s brokerage business to proactively manage its customer needs and intelligently allocate resources to boost profitability
The investment bank is a large European player with extensive operations globally, particularly an extensive emerging markets platform. The emerging markets Cash Equities business was grown predominantly via a number of acquisitions over a period of time, with a presence in 15 countries and included over 350 front-office client servicing professionals (across research, sales, sales-trading, and trading). The Cash Equities business in the emerging markets space was seen as integral to the suite of products and services that was on offer from the bank, ensuring it was able to meet its customers’ needs across a diverse set of requirements and geographies. The management wanted to re-engineer their client service and accountability capabilities across their emerging markets cash equities business.
ANALEC ResearchWise transforms a global investment bank’s research operations, making their research product far more cohesive and client-focused while raising the commercial visibility of the research product in the market place.
The investment bank is a large European player with extensive operations globally, particularly an extensive emerging markets platform. The corporate research division was struggling with an old legacy software solution that was merely acting as a database of financial numbers and estimates. There was little in the form of product automation, compliance and workflow management, or intelligent distribution to clients. The system was old and had not seen any software maintenance or upgrades in a few years and consequently unreliable and susceptible to breakdowns.
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