+44 (0)207 489 2050 info@worldflow.net

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Investment Research

Connect provides the ability to create and distribute research to clients over multiple channels. Read more…

Structured Products & OTC

Generate Marketing, Termsheets, Final Terms, Distribution Agreements and KIDs Read more…

Trade and CSA Management

Manage reconciled trades, CSA diaries / payments and generate P&L by client in a single business view Read more…

worldflow Connect

Connect are the market leading solutions for Client facing connections, whether through mobile, web, email, social media all content is controlled and tracked for reporting on use. Connect provides a complete solution for securely creating, managing, distributing and analysing entitlement driven, search optimised data for the Financial Services Industry. Modules add structured / OTC product distribution, and transaction and CSA / Distribution fee tracking through to Profit and Loss attribution.

Connect is a highly configurable and modular system making it simple to build a solution to fit your current and future needs. worldflow has over 12 years of successful project delivery in financial services and is backed by a team with extensive hands on industry experience.

To find out more about the Connect Application Suite click on any of the modules below.

 Solution Benefits:

  • Generate a variety of research, commercial and contractual content and documentation with template driven authoring tools.
  • Provide customers with direct access to your products, research, news, charts and other content through dedicated Web Sites and native applications for tablet and smart phone devices.
  • Keep clients up to date with your latest news and product release information with email distribution tools.
  • Broaden your reach with multi-channel and social media publishing.
  • Gain insight into client demand with Surveys linked to your products and services coverage.
  • Add value to client conferences with pre-event marketing, event management and real time publishing tools for web and mobile.
  • Extensive analytics and usage reporting, helps you track key client access and respond to changing client focus.
  • Modular and flexible solutions enable rapid build and deploy for faster returns.
  • All services are white-labelled and delivered to meet your own brand standards.
  • Connect is delivered as a fully managed service so requires no costly internal IT resources to manage.
  • Replace costly in-house systems with one single solution.
  • Solutions backed by worldflow’s experienced consultancy team providing business analysis, project management and post-delivery review to help you gain the most from each solution.
Create
Author
Build
Survey
Upload
API/Data Feed
Manage
Term Sheets
Events
Content Library
Trade Reconciliation
Access & Entitlements
Auditing & Reporting
Publish
Web Portal
Mobile Apps
eMail Distribution
Social Media
3rd Party Platforms
Regulatory Reporting
Analyse
Channel Reporting
Readership Reporting
Consensus Reporting

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