Equity Research


This equity research firm wanted to minimize the time that its research analysts were spending on formatting the reports and maximize their time for research. The researchers were responsible for not only drafting their reports but also to ensure that their reports are in compliance with styling standards and editorial standards. In addition, the firm wanted to automate the process of publishing these reports on Bloomberg, Multex and other networks.

The new custom application enabled research analysts to easily create and update their research reports using familiar tools like Microsoft Office. The new solution incorporated real-time automatic check for editorial compliance thus alerting the analyst whenever certain watchlist words were utilized. In addition, the analysts are able to initiate the workflow approval process from the application. Once the senior editor approves the report, the report gets published automatically on the firm’s website as well as gets converted into vendor-specific formats such as pre-defined-xml files and tab delimited files etc. before automatically being transferred to respective vendors such as Bloomberg and others.

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