{"id":6447,"date":"2015-10-08T08:12:09","date_gmt":"2015-10-08T08:12:09","guid":{"rendered":"http:\/\/www.worldflow.net\/?page_id=6245"},"modified":"2020-12-31T16:33:09","modified_gmt":"2020-12-31T16:33:09","slug":"efaworldflow","status":"publish","type":"page","link":"https:\/\/betaworldflownet.local\/connect\/efaworldflow\/","title":{"rendered":"EFA\/worldflow"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;section&#8221; module_id=&#8221;connect-text&#8221; _builder_version=&#8221;3.22&#8243; background_color=&#8221;#ffffff&#8221; transparent_background=&#8221;off&#8221;][et_pb_row _builder_version=&#8221;3.25&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;http:\/\/betaworldflownet.local\/wp-content\/uploads\/2015\/10\/Picture2.png&#8221; align_tablet=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.7.7&#8243; animation_style=&#8221;slide&#8221; animation_direction=&#8221;left&#8221; animation_duration=&#8221;500ms&#8221; animation_intensity_slide=&#8221;10%&#8221; hover_enabled=&#8221;0&#8243; animation=&#8221;left&#8221; sticky=&#8221;off&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; always_center_on_mobile=&#8221;on&#8221; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=&#8221;row&#8221; _builder_version=&#8221;3.25&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Announcement&#8221; _builder_version=&#8221;3.27.4&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; hover_enabled=&#8221;0&#8243; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h1 style=\"text-align: center;\">EFA and worldflow partner to deliver fully integrated\u00a0\u00a0research management<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;3.25&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.27.4&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; hover_enabled=&#8221;0&#8243; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p style=\"text-align: justify;\">EFA and worldflow\u00a0have teamed up to integrate their\u00a0market leading research management solutions. Together wordlflow and EFA deliver a &#8220;one-stop-shop&#8221;\u00a0for managing\u00a0the entire research production life cycle from initial analysis to client\u00a0delivery and access reporting.<\/p>\n<p style=\"text-align: justify;\">As a\u00a0modular solution components can be\u00a0configured and delivered in a\u00a0matter of weeks, building into a comprehensive and cost effective research management suite\u00a0that improves the visibility of your research and delivers efficiencies across your business.<\/p>\n<p><strong>The EFA &amp; worldflow difference<\/strong><\/p>\n<ol>\n<li>We deliver purpose built, configurable\u00a0products <strong><em>not<\/em> <\/strong>costly, high risk\u00a0build projects.<\/li>\n<li>Our solutions are delivered and operational in weeks not months.<\/li>\n<li>All our solutions are market tested with referenceable clients.<\/li>\n<li>The majority of\u00a0client solutions are delivered from our own\u00a0secure cloud infrastructure and require little or no internal IT resource or expertise\u00a0to deploy.<\/li>\n<\/ol>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;3.25&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; column_structure=&#8221;1_2,1_2&#8243;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_accordion admin_label=&#8221;EFA Solutions&#8221; _builder_version=&#8221;3.0.87&#8243; hover_enabled=&#8221;0&#8243; border_style=&#8221;solid&#8221; sticky_enabled=&#8221;0&#8243;][et_pb_accordion_item title=&#8221;EFA Solutions&#8221; _builder_version=&#8221;3.0.47&#8243; hover_enabled=&#8221;0&#8243; open=&#8221;on&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<ul>\n<li><span style=\"text-decoration: underline; color: #333399;\"><a style=\"color: #333399;\" href=\"http:\/\/www.efa.biz\/efa-platform\/\"><strong>Modelling<\/strong> <\/a><\/span>&#8211;\u00a0EFA models are Excel worksheets, which can be placed in existing workbooks and linked to existing analyst models. Because EFA builds on Excel\u2019s familiar environment, analysts face only a short learning curve.<\/li>\n<li><span style=\"text-decoration: underline; color: #333399;\"><a style=\"color: #333399;\" href=\"http:\/\/www.efa.biz\/efa-platform\/\"><strong>Authoring<\/strong> <\/a><\/span>&#8211;\u00a0EFA handles both corporate and non-corporate reports, with fully automated peer comparisons, disclosures and disclaimers, and the ability\u00a0to use our full financial analytic compatibilities to generate any exhibit in your documents.<\/li>\n<li><span style=\"color: #333399;\"><strong>Report Generation<\/strong><\/span> &#8211;\u00a0EFA enables corporate as well as non-corporate notes, with fully automated content generation and full multi-lingual support.<\/li>\n<li><span style=\"text-decoration: underline; color: #333399;\"><a style=\"color: #333399;\" href=\"http:\/\/www.efa.biz\/efa-platform\/\"><strong>Workflow<\/strong> <\/a><\/span>&#8211;\u00a0EFA offers a powerful but flexible workflow solution, with extensive business logic operating quietly within the process.<\/li>\n<li><span style=\"text-decoration: underline; color: #333399;\"><a style=\"color: #333399;\" href=\"http:\/\/www.efa.biz\/efa-platform\/\"><strong>Compliance <\/strong><\/a><\/span>&#8211;\u00a0\u00a0The EFA Compliance module provides the ability to maintain Watch Lists and Restricted Lists as well as any form of abstract relationship tracking (e.g. Banking relationships). This information can be tracked and automated into your research disclosures.<\/li>\n<\/ul>\n<p>[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_accordion admin_label=&#8221;worldflow solutions&#8221; _builder_version=&#8221;4.7.7&#8243; hover_enabled=&#8221;0&#8243; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; sticky_enabled=&#8221;0&#8243;][et_pb_accordion_item title=&#8221;worldflow Solutions&#8221; _builder_version=&#8221;4.7.7&#8243; hover_enabled=&#8221;0&#8243; open=&#8221;on&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<ul>\n<li><span style=\"text-decoration: underline; color: #ff6600;\"><strong><a style=\"color: #ff6600; text-decoration: underline;\" href=\"http:\/\/betaworldflownet.local\/connect2-destinations\/research_portal\/\">Portal<\/a> <\/strong><\/span>&#8211; Secure client\/intranet web portal for delivering reports, data, multimedia, recommendations and event content.<\/li>\n<li><span style=\"text-decoration: underline; color: #ff6600;\"><strong><a style=\"color: #ff6600; text-decoration: underline;\" href=\"http:\/\/betaworldflownet.local\/connect2-destinations\/research_mobile\/\">Mobile <\/a><\/strong><\/span>&#8211; Mobile applications for iOS and Android phone and tablet devices, issue push notifications for new publications, deliver\u00a0non research content direct to client&#8217;s mobiles including\u00a0pitchbooks and Roadshow\/Event information.<\/li>\n<li><strong><span style=\"color: #ff6600;\">eMail<\/span> <\/strong>&#8211; Manage multiple\u00a0client\u00a0email distribution lists, deliver published reports or send smart links to content on portal or mobile apps<\/li>\n<li><a href=\"http:\/\/betaworldflownet.local\/connect2-destinations\/research_authoring\/\"><strong><span style=\"color: #ff6600;\">Compose<\/span> <\/strong><\/a>&#8211; HTML Authoring, all online, template based, with full compliance management, and upload of off-line docs to flow.<\/li>\n<li><span style=\"color: #ff6600;\"><strong>Social <\/strong><\/span>&#8211; Automated creation and posting of new content notifications via Twitter and LinkedIn social media including smart links back to the content via\u00a0research portals or mobile apps. Manages multiple social media accounts with automated re-tweeting of posts between designated accounts and compliance processes to track and audit traffic.<\/li>\n<li><strong><span style=\"color: #ff6600;\">Survey <\/span><\/strong>&#8211; Create professional branded surveys, collate\u00a0and publish\u00a0results to clients and internal users.<\/li>\n<li><a href=\"http:\/\/betaworldflownet.local\/connect2-destinations\/research_analytics\/\"><span style=\"color: #ff6600;\"><strong>Analytics<\/strong> <\/span><\/a>&#8211; Consolidated reporting\u00a0of client access across all direct and indirect channels (including readership\u00a0from research aggregation platforms)<\/li>\n<li><a href=\"http:\/\/betaworldflownet.local\/connect2\/\"><span style=\"color: #ff6600;\"><strong>Aggregator Feeds<\/strong><\/span><\/a>&#8211; Complete <strong>FREE <\/strong>service to feed 20+ aggregators from a single upload, an automated feed or both, as a full managed service.<\/li>\n<\/ul>\n<p>[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;3.25&#8243; 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Together wordlflow and EFA deliver a &#8220;one-stop-shop&#8221;\u00a0for managing\u00a0the entire research production life cycle from initial analysis to client\u00a0delivery and access reporting. As a\u00a0modular solution components can be\u00a0configured and delivered in a\u00a0matter of weeks, building [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":6331,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<p>[et_pb_section admin_label=\"section\" transparent_background=\"off\" background_color=\"#ffffff\" inner_shadow=\"off\" parallax=\"off\" parallax_method=\"off\" module_id=\"connect-text\"][et_pb_row admin_label=\"row\"][et_pb_column type=\"4_4\"][et_pb_text admin_label=\"Header\" background_layout=\"dark\" text_orientation=\"left\" module_id=\"header-title\" use_border_color=\"off\" border_color=\"#ffffff\" border_style=\"solid\"]<\/p><h1 style=\"text-align: center;\">EFA and worldflow partner to deliver integrated\u00a0\u00a0research management<\/h1><p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=\"row\"][et_pb_column type=\"2_3\"][et_pb_text admin_label=\"Introduction\" background_layout=\"light\" text_orientation=\"left\"]<\/p><p>worldflow Connect is a suite of applications supporting\u00a0a range of\u00a0financial service structuring, content creation, distribution,\u00a0access control and analysis\u00a0processes. worldflow Connect is the leading provider of white label website and mobile application solutions to the investment research sector with deployments\u00a0ranging from multinational sell-side clients to regional independents contributors.<\/p><p>Connect is a highly configurable and modular system making it simple to build a solution to\u00a0fit your\u00a0current and future needs.\u00a0worldflow has\u00a0over 12 years of successful project delivery\u00a0in financial services and is backed by a team with extensive hands on industry experience.<\/p><p>To find out more about the Connect Application Suite click on any of the modules below.<\/p><p>\u00a0<\/p><p>[\/et_pb_text][\/et_pb_column][et_pb_column type=\"1_3\"][et_pb_image admin_label=\"Image\" src=\"http:\/\/beta.worldflow.net\/wp-content\/uploads\/2014\/11\/ConnectDevices2Cropped.png\" show_in_lightbox=\"on\" url_new_window=\"off\" animation=\"right\" sticky=\"on\"] [\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=\"row\"][et_pb_column type=\"4_4\"][et_pb_text admin_label=\"Benefits\" background_layout=\"light\" text_orientation=\"left\"]<\/p><p><strong>Solution Benefits<\/strong><\/p><ul class=\"textual-list\"><li>Generate a variety of research, analysis and commercial content with template driven authoring tools.<\/li><li>Provide\u00a0customers with direct access to your research, news, charts and other content through dedicated Web Sites\u00a0and native applications for tablet and smart phone devices.<\/li><li>Keep clients up to date with\u00a0your latest research and analysis with email publishing and distribution.<\/li><li>Broaden your reach with multi-channel and social media publishing.<\/li><li>Expand customer feedback branded\u00a0Surveys linked to your products and research coverage.<\/li><li>All\u00a0services are white-labelled and delivered\u00a0to meet your own brand standards.<\/li><li>Connect is delivered as a\u00a0fully managed service so requires no costly internal IT resources to manage.<\/li><li>Manage both institutional and retail clients from a single platform.<\/li><li>Manage your events effectively, have mobile content at your Events, give attendees differing Content, track feedback with Surveys post-Event<\/li><li>Extend the reach of your content with dedicated mobile\u00a0applications for access on the move.<\/li><li>Extensive analytics and usage reporting, helps you track key client access and respond to changing client focus.<\/li><li>Replace costly in-house distribution systems with one single solution.<\/li><\/ul><p>\u00a0<\/p><p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section admin_label=\"section\" fullwidth=\"off\" specialty=\"off\" transparent_background=\"off\" background_color=\"#ffffff\" inner_shadow=\"off\" parallax=\"off\" parallax_method=\"off\" module_id=\"connect-schema\"][et_pb_row admin_label=\"row\"][et_pb_column type=\"1_4\"][et_pb_image admin_label=\"Create\" src=\"http:\/\/beta.worldflow.net\/wp-content\/uploads\/2014\/11\/Create.png\" alt=\"Create\" title_text=\"Create\" show_in_lightbox=\"off\" url_new_window=\"off\" animation=\"top\" sticky=\"on\" module_class=\"arrow-image\"] [\/et_pb_image][et_pb_image admin_label=\"Author\" src=\"http:\/\/beta.worldflow.net\/wp-content\/uploads\/2014\/11\/Create1.png\" alt=\"Author\" title_text=\"Author\" show_in_lightbox=\"off\" url_new_window=\"off\" animation=\"top\" sticky=\"on\" module_class=\"box-image\" url=\"http:\/\/beta.worldflow.net\/connect-content-authoring\/\"] 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animation=\"top\" sticky=\"on\" module_class=\"arrow-image\"] [\/et_pb_image][et_pb_image admin_label=\"Channel Reporting\" src=\"http:\/\/beta.worldflow.net\/wp-content\/uploads\/2014\/11\/Analysis1.png\" alt=\"Channel Reporting\" title_text=\"Channel Reporting\" show_in_lightbox=\"off\" url_new_window=\"off\" animation=\"top\" sticky=\"on\" module_class=\"box-image\"] [\/et_pb_image][et_pb_image admin_label=\"Readership Reporting\" src=\"http:\/\/beta.worldflow.net\/wp-content\/uploads\/2014\/11\/Analysis2.png\" alt=\"Readership Reporting\" title_text=\"Readership Reporting\" show_in_lightbox=\"off\" url_new_window=\"off\" animation=\"top\" sticky=\"on\" module_class=\"box-image\"] [\/et_pb_image][et_pb_image admin_label=\"Consensus Reporting\" src=\"http:\/\/beta.worldflow.net\/wp-content\/uploads\/2014\/11\/Analysis3.png\" alt=\"Consensus Reporting\" title_text=\"Consensus Reporting\" show_in_lightbox=\"off\" url_new_window=\"off\" animation=\"top\" sticky=\"on\" module_class=\"box-image\"] [\/et_pb_image][et_pb_image admin_label=\"Regulatory Reporting\" src=\"http:\/\/beta.worldflow.net\/wp-content\/uploads\/2014\/11\/Analysis4.png\" alt=\"Regulatory Reporting\" title_text=\"Regulatory Reporting\" show_in_lightbox=\"off\" url_new_window=\"off\" animation=\"top\" sticky=\"on\" module_class=\"box-image\"] [\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=\"row\"][et_pb_column type=\"4_4\"][et_pb_cta admin_label=\"Call To Action\" button_url=\"http:\/\/www.worldflowconnect.net\/\" button_text=\"Visit Website\" use_background_color=\"off\" background_color=\"#f78f1e\" background_layout=\"light\" text_orientation=\"center\"]<\/p><p>Please see our Connect\u00a0website to learn more<\/p><p>[\/et_pb_cta][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>","_et_gb_content_width":"","content-type":"","_mi_skip_tracking":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.9 - 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