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 over financial (estimates/forecasts) in publications; and limited digital visibility in the marketplace. The business did not have control over 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.