New Standard for Personalized Client Engagement with Our Wealth Management Platform
Agrud’s “marketanalyst” is a scalable B2B cloud platform that aggregates structured & unstructured data (public and private) and layers it with intelligence. This is then accessed through tools, components, widgets, web views and APIs to enhance client engagement effectively.
Trusted by leading banks & financial companies in Southeast Asia
Why Opt for marketanalyst?
The need of the hour is a cost-effective, customizable, multi-asset class, multi-vendor cloud-based market Information, and insights B2B platform to increase wealth client engagement digitally and through RMs.
- Dissatisfied Customers: Banks digital strategy focus in “Wealth” is on transactions rather than on engagement. Merely 16% of wealth managers meet customer expectations (Accenture, 2023).
- Minimal Digital ROI for Banks: The current engagement process is disjointed, and broken, and no feedback loop. By 2030, 80% of clients expect digitization of advice in a Netflix-style model, Data-driven, hyper-personalized, and continuous (McKinsey)
- Insufficient Knowledge Among Relationship Managers: Banks have limited data on clients: Investors spend 100X time on B2C Finance Media apps and websites for information. The majority of RMs lack the necessary tools to offer informed, personalized advice.
Scalable Multi-Vendor Platform
We solved the global, multilingual, multi-vendor scalability issue by standardizing data storage across vendors and content types.
Cost and Outcome Efficiency
Platform as a service provider for Retail and Affluent Wealth, a cloud based platform therefore, brings in significant cost and outcome efficiencies
Quick Time to Market
Out of box aggregation, analytics, tools, Gen-AI, user data analytics for quick time to market. Our frontend is driven by components/widgets, web views and APIs.
Strategic Partnerships with Leading Data and Content Providers
Features
Customizable Aggregation Layer
- Experience historical data aggregation that brings together diverse news sources and critical financial data. Over 1 million articles from Refinitiv, MT Newswire, and more.
- Dive deep into the financial world with our platform’s advanced analytical capabilities.
- Stay informed with a curated selection of news and in-house reports. Extensive coverage from various news sources and real-time integration with third-party research providers.
Customizable Aggregation Layer
- Experience historical data aggregation that brings together diverse news sources and critical financial data. Over 1 million articles from Refinitiv, MT Newswire, and more.
- Dive deep into the financial world with our platform’s advanced analytical capabilities.
- Stay informed with a curated selection of news and in-house reports. Extensive coverage from various news sources and real-time integration with third-party research providers.
Comprehensive Analytics and Tools
- Utilize our advanced SEARCH function for in-depth insights into securities, watchlists, news, and research, and enhance your investment strategy with the SCREENER, offering tailored analytics across Mutual Funds, Bonds & Equities.
- Streamline your operations using the MANAGE CONTENT tool, integrating content creation, document storage, and distribution capabilities for optimized financial efficiency.
- Stay informed with customizable notifications, whether manual or automatic.
- Streamline operations by integrating content creation, document storage, and distribution capabilities for optimized financial efficiency.
User Engagement With User Behaviour/ Personalisation
- Discover invaluable insights with our advanced user analytics, turning data into strategic opportunities for client engagement and growth and elevate client satisfaction with customized financial environments, shaped by individual preferences and behaviors.
- We tailor a financial environment that resonates with each user. This is not a one-size-fits-all solution; it’s a dynamic, user-centric approach that evolves constantly to match user expectations.
- Our analysis offers Alerts, Preferences, and Watchlists, offering a panoramic view of user interaction.
- Stay ahead of the curve by tracking evolving trends and user activities, ensuring your services always meet client expectations.
Gen-AI Content Generation
- Discover unparalleled financial intelligence with our GenAI-driven platform, offering a unique blend of human expertise and automated precision for your financial data needs.
- Our system daily aggregates over 1 million news articles, ensuring inclusive global coverage.
- Our platform goes beyond raw data, offering valuable derived analytics and NLP-generated keywords mapped to tickers.
- Tailored to your financial information requirements and enhanced user engagement with relevant content.
Customizable API and Components
- Stay ahead with our system that keenly observes and adapts to evolving user trends and needs. Capture every detail from user preferences to behavioral patterns, all linked with unique User IDs.
- Designed for banks and financial bodies, enabling them to offer a highly personalized experience to their clients.
- From specific keywords to preferred news types, our system captures every information and we ensure each client receives a financial experience that aligns perfectly with their individual preferences.
- Our platform evolves with user behavior, ensuring your services remain relevant and top-notch.
Our Specific Products Targeting Different Stakeholders in Wealth
ClientEngage
Deliver market data, watchlists, portfolios, premium news, research, personalized ideas, and monitor client behavior.
LeadGen
Drive organic and inorganic traffic with specialized finance content on social media and websites with seamless integration.
RMApp
Accessible via a single login, mobile, and tablet responsive platform offering market data and research across all asset classes.
