Asset & Wealth Management
Create better, more innovative investment solutions and win more business with qualitative data insights
Bespoke Software Solutions
Creative software for enterprise differentiation that lasts
Asset & Wealth Management
Harness relevant unstructured data to enrich your investment strategies and client-facing business processes. Multiply your investment universe for themes and trends while massively reducing equity research time.
Now you can automatically find, score and integrate qualitative data into your products and processes. Quickly and easily feed more nuanced insights into your investment strategies to increase customisation and reduce product time-to-market.
Leverage these insights to identify new business opportunities and stay in the know about your clients.
This is Thematic Intelligence — and it’s where differentiation happens for Asset & Wealth Managers today.
Unlock comprehensive data-led insights, create and energise investment strategies and win more business.
Level up your thematic research efficiency by easily combining unstructured, qualitative data with your fundamental and quantitative data and existing models. Create more granular and accurate investment solutions, and build a deeper understanding of clients and prospects to identify business opportunities.
Use Cases
Find out how Thematic Intelligence has helped Asset & Wealth Managers develop a more efficient and customisable investment process that can unlock better performance. And see how prospecting, client monitoring and internal business processes radically improve when fed a rich mix of quality unstructured data and relevant thematic insights.
Affinity
To get the most from unstructured data, you need to have access to high quality data that’s continuously relevant and easy to integrate into your own processes. Affinity is the platform that makes Thematic Intelligence useable at scale.
It’s an insights hub that finds, ranks, scores and meshes quality data with your fundamental and quantitative models and business processes for deeper thematic insights – unlocking greater investment performance and more client-facing and prospecting opportunities.
Asset & Wealth Management resources
Asset & Wealth Managers today have an opportunity to extract fresh value from qualitative data in more ways than ever. Explore how investment professionals and business developers can drive tangible investment performance, operational improvement and new business opportunities.
Bespoke Software Solutions
We help future-minded enterprises create, maintain and improve software solutions to stay ahead of the pack.
There’s great software behind every successful business. Through deep collaboration and a relentless pursuit of smarter and powerful outcomes, we create lasting solutions that elevate you above your biggest business and software challenges.
Your business. Your solution.
Your company has a unique blend of goals, systems and constraints. Together we’ll create a tailored software solution for your business that disrupts nothing, and changes everything.
What we deliver
Companies everywhere are casting their legacy systems aside to future-proof their operations. The trouble is, that’s easier said than done – especially if you’re trying to overhaul hundreds (or thousands) of complex, intertwined processes. We work hand-in-hand with enterprises to create software solutions that remove the pain of this transition — and lay the foundations for future growth with minimal disruption.
How we deliver
We’re a team of software experts who become ingrained and invested in your business by getting into the guts of your operation. Deeply understanding your inner workings means we get a true sense of what you’ve already developed and figure out how to build on it. And because we’re not tethered to any single technology, architecture or methodology, we have the freedom to create what’s appropriate for you.
CID Cloud
Our cloud service lets clients make the most of our AI and individual business process applications. CID Cloud supports a range of business needs for enterprises looking to move from legacy, on-premises infrastructure to adaptable or managed cloud-based processes — from secure shared services to dedicated private cloud environments.
About CID
The greatest rewards lie on the other side of the hardest problems.
CID was founded in 1997 to solve the biggest software challenges of the day. It’s why some of Europe’s and America’s biggest enterprises count us as a partner and consultant for their toughest problems and critical initiatives.
Whether it’s building and hosting an enterprise tech stack in the cloud, or helping successful Asset & Wealth Managers extract even more value for their clients, we always use the most appropriate technology and best practices to get results that last.
We like hard problems. That hasn’t changed (and never will).
News and Events
Keep up with all things CID, from new office openings (there’s a lot) to industry events (see you there).
FactSet and CID Collaborate to Offer AI-Driven Prospecting and Investment Solutions
FactSet and CID Launch FactSet Intelligent Prospecting and Monitoring Solution
Digital Integration in Wealth Management London 2023 Conference
Get in touch if you’d like to meet at the Digital Integration in Wealth Management London 2023 Conference.
