Relationship Managers

Personalized Intelligence WebApp
Investment Managers

Brokerages

Integrate Multiple Data & Content Vendors
Investors and Family Offices

Investors & Family Offices

Personalized Intelligence

Advisors Go Digital

Digital Wealth Manager

Unified Data & Content Infrastructure
Retail Banks & Wealth Managers

Retail Banks & Wealth Managers

Automated Personalized Content

Corporates

Increase Customer Engagements

Relationship Managers: Personalized Intelligence WebApp

  • RMs spent more than 50% of their time in a day searching for content from multiple sources with no access to market intelligence.
  • RMs maintain watchlists manually in public domains for tracking prices without integration with house research and view.
  • Our WebApp offers ready-to-view Intelligence and smart search capabilities globally across multi-asset classes along with customized portfolio analytics and reports.
  • The result is increased productivity along with greater customer engagement with actionable data and content.

Brokerages: Integrate Multiple Data & Content Vendors

  • Brokerages have to spend significant time and cost on integrating multiple external data and content providers to offer a feature-rich environment for their customers.
  • Identifying the right vendors, negotiating contracts, and integrating mostly off-the-shelf solutions is more expensive.
  • marketanalyst offers a single API that allows brokerages to choose various vendor solutions in a customized bite-sized fashion.
    The result is pay-as-you-use model making it easy to switch or terminate specific vendor services.

Investors & Family Offices: Personalized Intelligence

  • There are 40 Million investors with health between USD 1 and USD 10 MM and 2 Million investors with greater than USD 10 MM in wealth. HNI Individuals and UHNI both today face the same challenge of too many bank accounts and no way to consolidate their understanding of the overall portfolio and the risk that they carry.
  • Portfolio intelligence personalized for their aggregate exposure is difficult to come. Moreover, they have to go to several sources to get aggregated information for their portfolio.
  • With marketanalyst, they can see portfolio and market intelligence aggregated in one place.
marketanalyst

Digital Wealth Manager: Unified Data & Content Infrastructure

  • DWMs have to spend on technology staff and platforms. The choice is between using multiple low-cost raw data providers vs uber expensive reference data providers.
  • Building and maintaining data infrastructure is not WM’s core business.
    marketanalyst offers a complete API-based service that allows WMs to choose what part they want to take and when.
  • The result is quality data and content in a plug-and-play mode with significant cost savings and zero hassle to maintain a team of data scientists and programmers.

Retail Banks & Wealth Managers: Automated Personalized Content

  • Wealth management conversations need to be intelligent, engaging, and personalized. Clients are willing to leave if you communicate poorly.
  • AI-based personalized investment intelligence, using natural language generation for contextual content and a multi-channel approach is the only solution to serve the large base of customers like the mass affluent.
  • We help your business provide automated intelligent alerts. Showing the right content for customer stimuli is key to personalization and increased revenue.
  • Unlimited intelligent content creation on market related events through social media channels can attract conversations and client conversions.

Corporates: Increase Customer Engagements

  • Financial Institutions and Corporates regularly use digital marketing tools and rich product features to increase their customer base.
  • Adding the right content for customer stimuli is key to a successful customer engagement and marketing strategy.
  • Get actionable data and content that results in increased customer mindshare thereby increasing revenue.