Erik Penser Bank Picks Resonate (Formerly ResearchWise)
EPB of Sweden moved their research tech needs from a US major to ANALEC
An Investment Research organization with 15
Publishing Analysts.
The research business was on an authoring
and workflow solution from a US vendor.
Their motivation to look for alternatives was
driven by limited flexibility in research
authoring; no control on financial
(estimates/forecasts) in publications; limited
digital visibility in the marketplace.
The business did not have control on its digital
distribution and customer engagement.
The business was unable to share financial
models with clients via their research portal.
Business was unable to gain useful insights on
their research product and its engagement
with the client base.
The business was unable to see a path towards
an integrated research and CRM solution to
aid the sales & trading business.