Investment Research Publications

The ColdSpark solution for Research Publication combines dynamic message generation and unparalleled performance to offer relevant, targeted research to your customers.

Market information and analysis are valuable tools to the customers of large financial institutions. Many firms are enhancing their revenue by offering professional data that enhances their customers' wealth. The most successful analysts realize that doing it well requires more than simply having research data and offering to make it available.

The key to turning research and analysis into a compelling customer offering lies in the distribution system. Email has replaced less flexible and more costly methods such as offline delivery, cutting costs and speeding time to market. However, there is still much room for improvement. Most businesses still distribute email through legacy infrastructure designed for routine one-to-one communications of low importance and sensitivity.

The Drawbacks of Legacy Architecture

Using legacy architecture for research distribution is like sending information into a black hole. Analysts don't know what happens to a message after it is sent - whether it is received, who opens it, when they open it, how many times it is opened, whether it is being read or forwarded. To make research distribution services compelling enough to give you a competitive advantage, your enterprise needs a solution that does more—much more.

 

A Solution Crafted to Meet Today's Needs

ColdSpark offers a state-of-the-art, next-generation email research distribution solution that gives you the flexibility to distribute information to one or many, in response to a campaign, an event, or a transaction, and collect information that helps you refine the relevance of the information you send and target it accurately.

Refined Targeting

Achieving high open rates is much more important in the publishing and distribution of analytical information than it is in other email-based communications. The ColdSpark solution addresses this requirement with actionable information. By analyzing the data from sent messages, your managers can make informed decisions on the allocation of resources and the viability of mailings. If your business has staff preparing messages that only show a poor return rate, your managers can revise the campaign by identifying the recipients who are actually reading the messages and target them, freeing most of the staff involved for other campaigns.

Improved Compliance

The ColdSpark solution gives your business the critical ability to enhance compliance with policies and regulations. Financial institutions offering equity recommendations, for instance, are bound to deliver upgrade or downgrade recommendations in time for clients to act on them. In order to be able to verify that they have met this requirement, most institutions today send equity recommendations via printed copy using a surface mail service that verifies receipt - a slow and costly option.

The ColdSpark solution makes it possible for you to send equity recommendations to a targeted subgroup of customers and then generates a complete log that documents not only whether the message arrived and when, but whether it was opened. This is much faster and less costly than surface mail, and it also provides actionable information. If the message hasn't been opened within a given time, for instance, then your staff can resend by another channel or contact the recipient by phone, ensuring that your company has met policy requirements.

Better Staff Management

Information can also be applied to the management of your analyst staff. By analyzing readership ratios in the messages sent, your managers can identify the analysts who are delivering the highest read research and use that data as the basis for assignments, training, and bonuses.

Key Benefits

  • Reduced costs and compelling ROI
  • More efficient segmentation and distribution of research information
  • Increased customer readership
  • Increased compliance with privacy guidelines
  • Increased analysis of the performance and quality of research content

Key Capabilities

Business Enablement

  • Multi-mode messaging (bulk, triggered, transactions)
  • Dynamic email templates and content
  • Web-services integration with local systems
  • Feature-rich tool suite
  • Advanced analytics and reporting
  • Deliverability optimization
  • Phishing prevention, trust and reputation enhancement
  • Centralized compliance capabilities
  • Flexible add-on services (e.g., secure messaging)

Enterprise Operations

  • High-availability architecture
  • High-performance and n-tier scalability
  • Support for enterprise monitoring and management tools
  • Virtualization, SOA and turn-key provisioning to support multiple business units
  • Secure operation and central security tools
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