GLOBAL EXCELLENCE

Financial and Investment Research Platforms

Powering the world's leading financial research

Eidosmedia platforms are used by: four of the world’s top ten investment banks, one of the world’s top three ratings agencies, as well as independent research firms in the USA, Europe and Asia-Pacific.

Every day over 6000 analysts, SAs and support staff use Eidosmedia solutions to prepare and deliver timely market intelligence to many millions of subscribers worldwide.

Beyond the PDF

Research firms and banks are moving their offerings to the next level, using the latest digital technology to deliver their customers a quantum leap in user experience:

  • Personalized info and data selection.
  • Interactive models and graphics.
  • Video, audio, podcasts and automatic text-to-speech.
  • Mobile-friendly formats and interfaces.  

 

Some users deliver their data and reporting directly to other research organizations using Eidosmedia’s powerful APIs to provide a Research as a Service solution.

The Rapid-access Portal

An online resource space where Investors explore your reporting in depth with the help of digital media and interactive graphics.

A lot of investment research is still delivered using classic 'push' techniques - PDFs via email, for example. Unfortunately much of it tends to be deleted without opening.

The rapid-access portal

The alternative is to let your readers ‘pull’ your reporting from a rapid-access portal.

The portal lets your customers actively explore your research, filtering and drilling down to get the insights they need. Interactive graphics and data visualizations aid in-depth understanding of data sets.

Hands-off publishing

Smart templates allow visualizations to be created quickly, without special skills or training. Publishing to the portal is completely automatic – leaving authors and editors to concentrate on their reporting and the needs of their audience.

Read more

Standards and compliance

Automatic checks and validations ensure that all published content is compliant with regulatory frameworks and the organization’s own quality standards - while minimising the need for manual supervision.

The Eidosmedia CMS for banks, financial services and investment research supports compliance with European GDPR legislation, SEC regulations and Web accessibility best practices.

Eidosmedia is a founding member of the RIXML consortium, establishing standard XML formats for investment research software.

Certifications

Eidosmedia CMS solutions for banks, financial services and investment research comply with the Information Security Management System (ISMS) standards ISO/IEC 27001 and additional Cloud controls ISO/IEC 27017, and was certified for both by the British Standards Institute, confirming our commitment to managing information and cloud services safely and securely.

 

A familiar workspace

Eidosmedia desktop applications flatten the learning curve for authors and editors by giving users a familiar office UI/UX, based on Windows usability guidelines.

Mobile applications use the same design library, easing the passage between the two environments.

AI

Embedding AI tools and services

Eidosmedia’s new ‘partner ecosystem’ makes interfacing and integrating cloud-based machine-learning and artificial intelligence tools fast and simple.

The kind of functionality that can be added in this way ranges from AI-driven text analytics to business metrics, audio/video integration and advanced CRM.

Structured Authoring

Expand and enrich your offering - without growing your resource base

Componentization

Modular documents allow personalization and content reuse.

Read more

Personalization

Tailor your delivery to each customer’s status and preferences.

Read more

Enrichment

Add media and interactive graphics with a simple drag & drop action.

Read more

Content planning

A shared planning space coordinates and monitors multi-team operations.

Read more

Smart Automation

AI integration delivers more, faster and better

Dynamic layouts

Pre-formatted templates generate all layout and device variants.

Read more

AI

Embedded Intelligence

AI tools take care of tasks from semantic tagging to sentiment analysis.

Read more

Automate for quality

Automatic checks and controls ensure quality and compliance with minimal supervision.

Read more

One-click publishing

Documents are pre-formatted for all output destinations and publish with one click.

Read more

Technical support and training

Eidosmedia provides a wide range of resources and services for developers, from a dedicated VS environment, design library and full technical documentation to an active developers’ forum.

Practical training for editors, designers and developers at all levels from introductory to advanced is delivered by the Eidosmedia Academy in face-to-face and virtual classroom formats.

The Partner Ecosystem

The functionality of Eidosmedia CMS for banks and financial services institutions can be extended using cloud-based tools and services. Integration is fast and easy thanks to collaboration with partner companies and the use of powerful APIs and interface technology.

Amenity Analytics

Amenity Analytics applies machine learning to automate processes that add significant value but normally require extensive manual intervention. They range from routine tasks like locating and tagging entities and themes present in the text to sophisticated quality control.

Singletrack

Singletrack is the #1 client engagement and analytics platform for capital markets. Fast to implement, Singletrack boosts performance across sales, trading, research, investment banking, operations, strategy, corporate access and compliance, maximizing revenue, profitability and workflow efficiency.

CASE STUDIES

Next-generation investment research in practice

New levels of productivity, quality and compliance. Read how Eidosmedia platforms are transforming the research operations of global investment banks, asset management companies and rating agencies.

A live platform for asset management

A global asset management company created a componentized content hub to deliver constantly updated credit reporting to its investment teams.

Read more

Global Investment Bank


Global Investment Bank

The user is an investment bank headquartered in the United States with around 65 offices worldwide. The research division employs about 1000 staff to produce over 50,000 reports each year in formats ranging from brief e-mail bulletins to multi-section reports with tables and charts.

Read more

Global ratings agency


Global ratings agency

A global ratings agency uses a staff of 1700 analysts and coordinators located in 19 different countries to produce around 4000 items of financial research each month for distribution in PDF and digital formats.

Read more

Research as aService


“Research as a Service”

A USA-based research company created a single global cloud platform hosted by AWS to create and distribute financial reporting and analysis to a subscriber base of over 30 million accounts.

Read more

A high-security global cloud platform


A high-security global cloud platform

A US investment bank with a global workforce moves its research operation to a cloud deployment. The platform delivers exceptional levels of security and continuity, as well as boosting productivity and cutting costs.

Read more

Investment Research FAQ

What does Eidosmedia do for investment research providers?

Eidosmedia provides content management and publishing platforms specifically designed for investment banks, asset management companies, rating agencies, and independent research firms to create and distribute financial research and market intelligence.

Who uses Eidosmedia platforms?

Four of the world's top ten investment banks, one of the top three global ratings agencies, and numerous independent research firms across the USA, Europe, and Asia-Pacific use Eidosmedia solutions. Over 6,000 analysts and support staff use these platforms daily.

How many subscribers receive content through Eidosmedia platforms?

Millions of subscribers worldwide receive timely market intelligence through Eidosmedia solutions, with one case study mentioning a subscriber base of over 30 million accounts.

What are the benefits of using a research portal?

A portal allows customers to actively explore research, filter content, and drill down for specific insights. It includes interactive graphics and data visualizations that aid understanding, and smart templates enable quick visualization creation without special training.

How does Eidosmedia ensure regulatory compliance?

The platform includes automatic checks and validations to ensure all published content complies with regulatory frameworks (such as European GDPR and SEC regulations) and organizational quality standards, minimizing the need for manual supervision.

What is Research as a Service?

Some organizations use Eidosmedia's powerful APIs to deliver their data and reporting directly to other research organizations, creating a Research as a Service solution.

What makes Eidosmedia platforms easy to use?

Desktop applications provide a familiar office-style interface based on Windows usability guidelines, flattening the learning curve for authors and editors. Mobile applications use the same design library for consistency across environments.

What AI capabilities are available?

AI tools can handle tasks ranging from semantic tagging and to automated quality control and entity recognition. AI-assisted authoring builds structured research formats. Distribution is automated in multiple formats from email briefs to external portal pages or mobile-format bulletins.

How quickly can content be published?

Documents are pre-formatted for all output destinations and can be published with one click. Publishing to portals is completely automatic, allowing authors and editors to focus on content creation.

What support is available for developers?

Eidosmedia provides extensive developer resources including a dedicated Visual Studio environment, design library, full technical documentation, and an active developers' forum.

What kind of organizations have implemented Eidosmedia?

Case studies include global investment banks producing 50,000+ reports annually, a ratings agency with 1,700 analysts in 19 countries producing 4,000 monthly reports, and asset management companies creating componentized content hubs for credit reporting.

Can Eidosmedia platforms be deployed in the cloud?

Yes, Eidosmedia platforms support cloud deployment on services like AWS, delivering high security, business continuity, improved productivity, and cost reduction benefits.

About Eidosmedia

Eidosmedia is a global supplier of advanced content-management and digital publishing systems. Its products are used by investment banks, asset and wealth managers for the creation and dissemination of investment research.

Customers include four of the world’s top ten investment banks, one of the world’s top three ratings agencies, as well as major private banking and asset management firms.

 

Interested?

Contact us and we'll be happy to answer your questions about our automatic & dynamic financial report templates.


BOOK YOUR FREE CONSULTATION