Solutions

Report Authoring

Robust set of intelligent authoring tools embedded within MS Office

Authoring a report with intelligent charting, formatting, and presentation capabilities can be a challenge. Resonate eliminates the frustrations and tedium and has deeply reflected on the user experience to deliver a robust yet easy-to-adopt solution.

  • Complete flexibility in designing your report authoring templates with embedded business logic.
  • Embrace the full capability of MS Word/Excel to meet your automation needs.
  • Leverage the virtual assistant to create reports in two clicks!

ANALEC Resonate brings you greater flexibility and versatility at the individual user level while ensuring organization-level controls and discipline around branding and compliance.

Real-time Collaboration

Allow analysts across the business to collaborate on the same document in real-time

Analysts often work across teams on a specific idea or theme. With real-time collaboration report templates can be worked on for all Microsoft 365 users, while maintaining the integrity of the report.

  • Allows teams to collaborate on ideas and report generation with relative ease.
  • Eliminate document integrity issues that may arise from merging documents.
  • Allow each contributor to a report to work to their schedule.

ANALEC Resonate’s integration of OneDrive and Microsoft SharePoint within its capabilities allows multiple people to work on the same document, at the same time.

Workflow Management

Robust document management and approval tracking

Having a robust workflow approval management ensures proper controls and discipline across the publication process. We deliver customizable and flexible process flows that address your organization’s needs.

  • Create your workflow steps that reflect your internal controls and working practices.
  • Each template could be set up using different workflow approval steps as per your business requirements.
  • Maintain full audit trail and document management capabilities to meet your regulatory compliance.

ANALEC Resonate delivers you a robust workflow management solution that ensures complete peace of mind in maintaining process discipline and regulatory compliance.

Compliance Controls

Smart Disclosure/Disclaimer management and information flows

As a broker-dealer (or investment bank) your business may be subject to compliance across multiple regulatory jurisdictions. Maintaining adequate “Chinese walls” in the firm, as well as making the appropriate disclaimers and disclosures in each of your research publications.

  • Ensuring appropriate disclaimers and disclosures in each published note.
  • Managing and administering “Black Lists” and “Grey Lists” across the coverage universe.
  • Easy to modify and edit the textual language and sequence of terms in any disclaimer in a report.

ANALEC Resonate empowers the compliance organization to set up and create easy-to-maintain steps to keep all Disclaimer/Disclosures updated as well as the administration of Investment Banking deal-related compliance.

Smart Authoring

Intelligent tools to support your document creation journey

The authoring journey needs to deliver intelligent output and productive efficiencies to the author so that the best ideas can get to investors (i.e., clients) swiftly. Whether it is the “smart” generation of summaries or email delivery templates, it needs to be done in seconds!

  • Embed specific intelligence in each template to pre-populate your standardised reports with content.
  • Make the compliance and disclaimer/disclosure tasks easy to administer and deliver at high speed.
  • Easy to insert Exhibits, Charts, and Tables, into notes with the appropriate formatting and branding guardrails.

ANALEC Resonate works to empower the entire value chain of getting reports out to clients in the best possible manner while ensuring branding and formatting discipline.

Financial & Non-Financial Repository

A central repository of financial (and non-financial data) estimates and forecasts across the business

Most banks and broker-dealers desire to centralise data across their analyst organization to facilitate valuation comparisons and relative investment analyses. However, without a credible central repository, such tasks fail to deliver results.

  • Capture standardised financial data across the business - forecasts as well as estimates.
  • Ensure appropriate checks to ensure only data approved through the workflow process is available to clients.
  • Facilitate cross-sector as well as bottom-up analyses to identify valuation anomalies.

ANALEC Resonate brings you tremendous versatility when it comes to creating a central repository of vital financial and industry-specific data points to feed your investment evaluation process.

Regulatory Compliance

A platform that understands your regulatory obligations and gives you peace of mind

The business of financial investing or advising is fraught with regulatory obligations on all participants – both producers and consumers. Different markets and regulatory jurisdictions pose additional burdens, especially for firms operating across the world.

  • Ensure your content passes the necessary procedural checks as well as norms across markets.
  • Maintain appropriate audit trails and records to support any regulatory audit or scrutiny.
  • Robust cross-market compliance across the US, UK/EU, Asia Pacific (i.e., FINRA in the US; FCA in the UK, ESMA in the EU, SEBI in India etc.).

ANALEC Resonate puts regulatory compliance at the heart of all its capabilities and ensures an investment research or advisory business should never have to stand exposed or struggle to meet its regulatory obligations.

Product Automation

Create collaborative output and compilers with no manual intervention

When it comes to productivity and speed of client engagement, automating the creation of certain content goes a long way to creating a competitive edge. Reducing friction in the customer engagement process ensures competitive advantage.

  • Create Morning Summaries or Aggregated Content (from other published reports) without any manual work.
  • Convert MS Word reports into HTML via our robust HTML content creator from MS Word reports.
  • Leverage the power of Content Controls to create different output formats, including branded email delivery to clients.

ANALEC Resonate appreciates your time is scarce and productivity and intelligence are key to your output. We deliver product automation capabilities that always meet your needs.

Smart Content Delivery & Tracking

Deliver content to your client base based on their preferences

Most organizations struggle to keep their client’s preferences updated over time. This leads to a lack of engagement and a significant mismatch between their real interests and what they receive. We make this problem go away!

  • Benefit from the high-speed large email delivery capabilities of AWS reducing the load on your corporate SMTP.
  • Capture client preferences in a granular sense and then match each report output against those preferences, every time.
  • Track engagement and readership at an individual client; both emails as well as click-thru-rates on embedded links.

ANALEC Resonate delivers a robust set of tools and capabilities to deliver content to your client base while helping you measure readership engagement. We promise to allow you to track client behaviour around your content delivered.

Digital Access Rights Management

Ensure your content is protected for use only by designated users

Controlling digital content and the intellectual property embedded in it is a full-time job for any content organization. We ensure the appropriate technology tools are at your disposal to control access to the right folks.

  • Each recipient (of your content) gets a unique link, which allows you to track consumption analytics.  
  • Watermark each recipient output (PDF) with the recipient’s email address.
  • Control or block certain IP addresses from accessing your content.

ANALEC Resonate has built a set of very robust capabilities that are in line with global best practices when it comes to digital access rights management. We will ensure your business has the flexibility to adopt what is most appropriate for you.

Third-Party Integrations

Benefit from a range of third-party integrations to drive higher levels of engagement

In the present times, no technology solution can be isolated from the ecosystem of other applications and tech-powered capabilities. We have put in place a selection of integrations to ensure the highest levels of productivity.

  • Robust integrations within Microsoft 365 (Word/Excel/PowerPoint and Outlook), as well as cloud storage (OneDrive and SharePoint).
  • RIXML delivery to third-party aggregator platforms (i.e., Refinitiv, FactSet, AlphaSense, S&P, Bloomberg, etc.).
  • Integrated across a range of market data providers (i.e., Bloomberg, FactSet, ICE etc.).

ANALEC Resonate continues to invest in building out integrations with popular and frequently used third-party platforms by our client base. Our philosophy is to ensure maximum productivity and client impact.

Data Security & Cloud Infrastructure

State-of-the-art security parameters and controls to ensure your data is always secure

We have invoked the full power of Amazon Web Services (AWS) to ensure your data and software are always fully secured. We secure our systems via firewalls and security grouping to protect against XSS and DDOS attacks.

  • Have it hosted on the Amazon Cloud or deploy it on-premises within your IT infrastructure.
  • Activate Single-Sign-On capabilities within your user base, using the Microsoft 365 authentication services.
  • Benefit from AWS SOC-2 compliance and other industry-level best practices on network security standards.

ANALEC Resonate has been designed to deliver world-class user-level engagement and performance. However, it puts data security, network reliability and security at the highest level of vigilance.

Customer Support & Engagement

A 24x5 support desk that is manned by subject matter experts and troubleshooting capabilities

We recognise the importance of swift customer support to address your queries and problems. With that in mind, we deliver you 24x5 customer support with a team of consultants that can be engaged via phone, email and live chat.

  • Get swift responses to your problems and queries from a help desk that is trained in the product suite.
  • Stringent escalation tracking tools within the company to make sure your queries are never left unattended.
  • Support your new users with training sessions and address their queries.

ANALEC Resonate places the individual user at the highest level of importance. Addressing the users’ issues, and queries and helping them in troubleshooting swiftly is a significant performance benchmark for the support desk.