Content Logistics For KBL Group European Private Bankers

Seamless Integration Of Market Data With In-House Information

Kredietbank Luxembourg (KBL) underscores its service proficiency in private banking, asset management and research with a new Investment Strategy Portal. The multi-lingual, pan-European intranet combines market information with in-house content, using IS.ContentStore provided by IS.Teledata. Advisors and investors thus benefit from added value: Access to refined, aggregated data ensures that the right information is available in the right place at the right time.

The KBL Group of European Private Bankers sought a solution to give their customers the edge of better advice. Thanks to their own analysts, the group has abundant international expertise in recommendations and estimates, but this has not always been readily available to the local advisor. They decided to integrate their own content with quote data, indices, charts, market news, economic data as well as company profiles by FactSet and Eurostockcity in a one-stop source. KBL opted for IS.ContentStore which proved the ideal way to combine the virtues of a content management system with a comprehensive market data solution.

Eric Zwickel of KBL Group’s Asset Management Division comments: “We have selected IS.ContentStore because we are convinced by the solution’s powers and IS.Teledata’s international strength. IS.ContentStore gives us the flexibility we want to serve different contents, but also the accuracy we need for a controlled distribution of mission-critical data. And IS.Teledata’s international presence gives us the confidence that they can realise such an international solution to our satisfaction."

IS.ContentStore provides content logistics for intranet and Internet: It offers a structured process to efficiently administer and distribute information throughout a bank. Various user roles carry data through a workflow. Analysts at one location enter recommendations and estimates. Editors at other offices release or translate content. External data is integrated automatically. Advisors and fund managers anywhere can benefit from the comprehensive information that is aggregated in web sites or available in PDF.

At the heart of IS.ContentStore is a content management system that has been developed specifically for financial service providers. It enables authorised users to import their own content into the Investment Strategy Portal. Editors in KBL Group can thus quickly and reliably distribute internal information: They enter, approve and publish market commentaries and recommendations in a matter of seconds using a web-based interface.

To maximise benefits to KBL advisors and investors, IS.ContentStore supports different views and formats:

• The transaction monitor hot-links researchers and fund managers by feeding analysis results directly into sample fund portfolios for faster and more efficient fund management.
• Charts show KBL forecasts as trend channels.
• Today, almost 500 employees of the corporation at 17 locations in 10 countries use the Investment Strategy Portal to access a common pool of market data and internal information. Its user-friendly content as well as the web-based editing and publishing interface are available in six languages.