Retail banks deploy PrimePortal to help them optimize their sales processes. Financial products can be presented favourably and with essential additional information. Advisor-based and online sales processes can become more efficient by the integration of proprietary content into the market information system. PrimePortal solutions are designed to enhance customer retention by providing customizable portfolios, analysis functions and data over the Internet or to closed user groups.
Managed Solutions for Retail Banking
Interactive Data Managed Solutions provides products that help customers to:
Strengthen the branch office network by helping to promote stocks and funds to advisors and customers using the Equities Suite and the Funds Suite of Interactive Data Managed Solutions. The Equities Suite offers comprehensive market data and analysis of companies and stocks, including third-party analyst recommendations, fundamental data and IPO-related information. The Funds Suite supplies funds data, complete with ratings, rankings, fact sheets and analytical features designed to support advisors and investors in advanced fund strategies.
The Portfolio Suite supports advisors and investors in building, managing and optimizing portfolios. Advisors and self-directed investors alike can benefit from investment-driven functionality. They can monitor performance and risks and optimize holdings with specific simulations. Alerting for portfolio-relevant events per position or portfolio constantly tracks performance.
