Use Cases
Discover the ways Asset & Wealth Managers can put Thematic Intelligence to work.
Thematic Investing
Create more exacting portfolios, outperform benchmarks, and keep accountability and transparency at the forefront of asset allocation.
Enrich investment processes
Extract insights from qualitative and unstructured datasets to improve operational efficiency and build better investment solutions and products.
Customise portfolios
Empower sales and advisors to bring clients more diverse investment options through nuanced, integratable qualitative and unstructured data.
Track market events
Capture investment opportunities by building a timely, accurate picture of relationships between market events and your products and client portfolios.
Prospecting and client monitoring
For Wealth Managers
Choose the best moments to approach clients and prospects by building a clearer picture of their needs and the market events likely to affect them.
