Responding to client requests is made easier and more efficient when you can access a host of relevant resources from news, market data, fundamental data and research to information on companies, indexes, products or events.
Global Search is a powerful search engine that enables users to rapidly retrieve the right data to support them when servicing client needs or generating new investment themes. Search results are context specific to the wealth management industry and are designed to be integrated into different workflows – whether you are developing a pitch, answering client questions or taking a deep dive into new topics to generate new or trending investment themes.
With this flexible platform, search results can be adjusted to the user profile – with relationship managers and investment consultants viewing internally validated content while research analysts, portfolio managers and the CIO team can explore an even broader range of materials so they always see the big picture.
Global Search also serves as a powerful tool for prospecting: Users can search flexibly using unstructured text or keywords to identify potentially interesting investment ideas or talking points. The relevant content can then be consumed, shared internally, exported or saved for future reference.
Clients benefit too – with direct access to Global Search, allowing them to explore internal resources produced by the Advisory Board or view external resources for contextual or validation purposes.