The Challenge
A prominent UK investment bank sought to enhance the efficiency and effectiveness of its research distribution process. Their analysts needed a solution that enabled seamless research publication from any device, reducing time to market while ensuring easy access to critical insights.
Our Solution
Evalueserve implemented Insightsfirst, our AI-powered research and distribution platform, to address these challenges. Insightsfirst seamlessly integrates with CRM and data systems, enabling real-time, actionable insights that uncover sales opportunities. The platform enhances content management, distribution, and personalization with advanced search capabilities, interactive visualizations, and analytics to drive engagement.
Business Impact
With Insightsfirst, analysts can publish and distribute research swiftly, while cognitive search simplifies content discovery. Key features include:
- Personalized content feeds with AI-driven recommendations
- Seamless integration with internal platforms for enhanced efficiency
- AI-based chat functionalities for intuitive research navigation
- Real-time engagement analytics to optimize distribution strategies
- Secure audit process ensuring compliance and data integrity
The bank now benefits from a fully customizable platform tailored to its needs for a smooth transition and seamless adoption. By leveraging real-time insights and AI-driven capabilities, the platform empowers analysts to deliver faster, smarter, and more impactful research to stakeholders — driving greater efficiency, engagement, and competitive advantage.
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Overview & Impact
A prominent investment bank improved its research distribution process with the implementation of Insightsfirst, an AI-powered platform. This solution enabled faster publication and better access to insights, driving engagement and uncovering sales opportunities.
