The Customer
The UK’s largest independent investment bank with 1,240+ institutional relationships offering investment banking, advisory and capital markets, research and distribution services combined with a powerful trading platform. With an Equity research team of 40 analysts covering the widest number of companies listed in the UK at 440 stocks across 17 sectors plus economics and strategy.
The Challenge
To provide a more powerful, flexible and integrable research authoring and production solution. With, most specifically, at its core, a market leading database, analytics tools and API, to ensure high quality financial information and ability to readily analyse this data to create custom output, including for use with AI related applications.
The Solution
Using EFA’s database and analytics tools, the creation of 12 well defined and detailed model datasets to capture all desired financial information and metadata for 440+ companies across 17 sectors. The provision of defined exhibits, not just for all sectors, but all industries within each, affording the client maximum flexibility. For report generation the ability to apply optional charts and themes. A fully integrated workflow, including the automation of the compliance process. An enhanced API to meet the need for quicker downstream dissemination of content, and ability to develop new product applications inclusive of AI. Going forward harness the maintenance tools suite to create new product quickly and cheaply.
The Result
A market leading financial research database and authoring solution, providing the client more flexible content creation and ability to analyse and leverage their underlying data. A cutting edge API to more effectively channel content downstream to drive greater client engagement and provide the platform upon which the most enhanced functionality can be developed including AI.