Retail Banking Solutions Customised to Help Your Investment Decisions
More success for investment advisors Retail banks have to meet increasingly high standards when it comes to providing customer advice. Customers are becoming more discerning, competitive pressure is mounting; financial markets are growing more complex and legal regulations are increasing. Sound and efficient investment advice supported by state-of the-art technologies can help retail banks to successfully differentiate themselves within the market. As a retail bank, do you rely on the expertise of your financial advisors to provide investment help? Do you strive to strengthen the sales potential of your branch network instead of using it primarily for processing transactions? Do you want your customers to be able to select from a wide product range, including third-party mutual funds and certificates? Do you want to give your customers wellfounded recommendations and put a particular focus on positioning yourself in the segment of long-term asset planning and retirement provisions funds? If your investment advisors only have access to specific, isolated information systems, they may not be sufficiently equipped to provide sound and efficient advisory services. Through its Managed Solutions business, Interactive Data s PrimePortal product line can offer retail banks comprehensive financial information and advisory systems for Internet and intranet applications. PrimePortal solutions can be tailored specifically to the individual processes and content requirements of your bank, including new legal framework conditions and regulations. If you are pursuing total-approach strategies with different, integrated sales channels, they can also be mapped with PrimePortal solutions. Success factors for financial information systems The right solution PrimePortal helps you to map bank-specific investment processes and integrate proprietary information, supplying you with a customised solution specifically tailored to your requirements. The right data Quick access to relevant financial market data forms the basis of a successful investment. You have access to real-time quotes from international stock exchanges, information about the individual securities, historical data, risk ratings and company data. Fault-tolerant search functions assist you in rapidly retrieving the information you require. The right visualisation PrimePortal solutions offer high quality visualisation of financial information. It brings an added dimension to the presentation of large volumes of information, providing easy interpretation of the data, represented in the correct context. The right documentation support PrimePortal can help you to document the advisory process and to print out specific information instantly for your customer.
Your financial information system: Comprehensive and innovative Interactive Data Managed Solutions develops customised PrimePortal solutions built on web-based software modules, using a wide range of content, and specific customer requirements. In order to implement your customised PrimePortal solution quickly and cost-efficiently, Interactive Data Managed Solutions uses its open market data platform as a technical basis. The Market Data Gateway draws from various sources to compile market data on different security classes and distributes it as standardised data to financial information systems, also providing basic functionalities such as search and sorting functions. A variety of standard functions are available in a number of product suites, to allow efficient development. Your user interface can be customised to meet your individual requirements. Contribution Suite The Contribution Suite facilitates seamless integration of your internal information, including news, research results, risk classes and recommendations. Your information base can be combined with any available market data and detailed securities information, letting both advisors and customers access product data sheets on the Internet or in PDF format. Portfolio The investor portfolio is the core of a modern financial information system. The portfolio module from Interactive Data includes a range of functionalities, from a simple watchlist used for recording potential investments, to a professional portfolio analysis tool. Your advisory processes form the basis for shaping a powerful, efficient customer advice tool, taking into account the MiFID requirements, of course. Alerting The alerting function supplements the features of your portfolio solution. Your financial advisors and customers will be automatically informed about relevant events via SMS, e-mail or online notifications, making it easier for you to implement and optimise investment strategies.
Securities Suites We supply information, such as master data and key indicators, via our security class-specific suites. These suites are designed to supplement the streaming packages which provide access to real-time, delayed or end-of-day quotes and news. Moreover, the suites include various search functions. Equity Suite Retail Derivatives Suite Bonds Suite Options & Futures Suite Funds Suite Commodities Three steps to your PrimePortal solution Interactive Data Managed Solutions assists you with each step towards your customised PrimePortal solution, and operates and maintains your financial information system. Define Develop Operate We can help you to compile the necessary tools for your financial advisors by selecting the required functions to suit your strategy and internal processes. Our solutions let your advisors display the information they need from our data universe and analyse it using sophisticated methods and techniques. We are continuously developing our product range so that we can optimise the mapping of dynamic financial markets at any time. We develop your customised solution and adapt it to your IT infrastructure, taking great care to ensure that your advisory processes are mapped in a practical manner. Our solutions are designed to help reduce costs and increase sales. Once your solution is live, we continue to support you. We operate your financial information system in our data centres, and our customer support department will be glad to assist you with any questions or problems that might arise. Data and individual application modules can be individually permissioned and billed on a per-user basis, which can allow you to optimise your cost structure.
Your business-critical application The development of a financial information system calls for vast expertise, but the operation of this business-critical application also poses high requirements, particularly if the application is designed to map the dynamic and often volatile financial markets. Our technical know-how and financial market expertise will also be at your disposal whilst operating your PrimePortal solution. Our departments will help you keep your financial market information system up-to-date at all times with the latest market trends and internal requirements. The computer centres from which we run your solution adhere to high security and availability requirements. Hosting We operate your PrimePortal solution according to your requirements. Our hosting offering encompasses basic services such as software licenses as well as transfer volume and bandwidth quotas. For larger web solutions, our systems can be scaled as required and will automatically provide the desired capacity at any given time. Service PrimePortal customers can be supported in various languages. The web-based Starboard ticket system lets you view all inquiries at a glance. Of course, you are also free to call our customer support department directly. Security and Certification Application security is crucial to us and our security procedures ( which form part of our Sarbanes Oxley compliance programme) include the daily analysis of security reports and regular internal and external threat and vulnerability assessments. Interactive Data Managed Solutions deploys a high-availability network infrastructure with a layered and segmented security/firewall architecture. Our security standards are subject to regular monitoring, including audits. Your PrimePortal solution for successful investment decisions Leading retail banks in Europe and America successfully use PrimePortal solutions from Interactive Data for their own financial advisors, and also for end customers or partners. This can help the banks save costs, boost their success in the area of investment advice, and increase their efficiency. Advantages include: Consultancy and customised applications Mapping of your advisory and sales processes Easy-to-use applications Extensive international financial market data State-of-the-art chart analysis, financial information search, and portfolio tracking tools A flexible market data platform which can form the basis for rapid, cost-efficient implementation Helping you conform to the latest regulations (e.g., MiFID) Hosted solutions with high security and availability standards Customised permissioning, entitlement and reporting for cost controlling purposes Contact us to get a PrimePortal solution to help you optimise investment decisions!
About Interactive Data Interactive Data Corporation (NYSE:IDC) is a leading global provider of financial market data, analytics and related services to financial institutions, active traders and individual investors. Through its businesses, Interactive Data Pricing and Reference Data, Interactive Data Real-Time Services, Interactive Data Fixed Income Analytics, and esignal, the Company has approximately 2,300 employees in offices located throughout North America, Europe, Asia and Australia. Interactive Data Managed Solutions is a leading provider and operator of customised financial information systems. The group builds and manages Webbased financial market data portals and terminals for a range of organisations worldwide, from retail and investment banks to asset managers, online brokers, stock exchanges and media portals. By aggregating a broad set of financial data and client-proprietary content and offering visually stunning features such as charts, sophisticated search functions, decision-support tools and analytics, these intuitive applications can help customers optimise their business processes and realise efficiencies. Interactive Data Managed Solutions is managed as part of the Interactive Data Real-Time Services business, which provides a comprehensive suite of offerings that includes PlusFeedSM, a consolidated, low latency datafeed. For more information about Interactive Data and its businesses, please visit www.interactivedata.com. Amsterdam Bedford Boston Chicago Cologne Dublin Fort Lauderdale Frankfurt Geneva Glasgow Helsinki Hong Kong Houston Jersey, CI London Los Angeles Luxembourg Madrid Melbourne Milan New York Paris San Francisco Santa Monica Singapore Sydney Tokyo Zurich Frankfurt Sandweg 94 60316 Frankfurt/Main Germany Tel: +49(0)69 505030 0 Fax: +49(0)69 505030 505 Helsinki Luotsikatu 13 00160 Helsinki Finland Tel: +358(0)9 6860 6717 Fax: +358(0)9 6860 6710 London Fitzroy House, 13-17 Epworth Street London EC2A 4DL United Kingdom Tel: +44 (0)20 78258000 Fax: +44 (0)20 7825 7701 Madrid C/ María de Molina 37 bis 28006 Madrid Spain Tel: +34(91)74 52 105 Fax: +34(91)74 52 106 Milan Via Mauro Macchi, 44 20124 Milan Italy Tel: +39 02 671915 1 Fax: +39 02 671915 40 New York 100 William Street, 17th Floor New York, NY 10038 United States of America Tel: +1 212 269 6300 Fax: +1 212 7716987 Paris 9, Rue de Téhéran 75008 Paris France Tel: +33 (0)1 56 69 5070 Fax: +33 (0)1 56 69 5079 Zurich Löwenstrasse 2 8001 Zurich Switzerland Tel: +41(0)44 2764611 Fax: +41(0)44 2764601 Interactive Data Managed Solutions www.interactivedata-ms.com info-ms@interactivedata.com Interactive Data SM and the Interactive Data logo are service marks of Interactive Data Corporation. This document is provided for informational purposes only. The information contained in this document is subject to change without notice and does not constitute any form of warranty, representation, or undertaking. Nothing herein should in any way be deemed to alter the legal rights and obligations contained in agreements between Interactive Data (Europe) Ltd and its clients relating to any products or services described herein. Nothing herein is intended to constitute legal, tax or other professional advice. Interactive Data (Europe) Ltd makes no warranties whatsoever, either express or implied, as to merchantability, fitness for a particular purpose, or any other matter. Without limiting the foregoing, Interactive Data (Europe) Ltd makes no representation or warranty that any data or information (including, but not limited to, evaluations) supplied to or by it are complete or free from errors, omissions, or defects. 2007 Interactive Data (Europe) Ltd [ FTSSM ] and [ connect ] are trademarks of Interactive Data (Europe) Ltd. Other products, services, or company names mentioned herein are the property of, and may be the service marks or trademarks of, their respective owners. 2008 Interactive Data Managed Solutions 1.0 10/08 (2008)