Asset & Wealth Management case studies
We’ve helped managers across Europe and North America extract more value from their investments, business ops and client-facing processes. Here are some of our biggest success stories.
We work with
A leading bank uses Affinity to create more effective client and prospect interactions, more often
Find out how one of the world’s leading banks put hyper-relevant and timely prospecting and client insights at its advisors’ fingertips.
How CID and FactSet’s Thematic Intelligence and Investments opened up the world for the first plant-based ETF
Discover how the world’s first plant-based ETF built comprehensive thematic lists that delivered high performance – despite only operating with a…
Affinity helps a leading bank tap into a new business-critical market
Find out how CID used AI and connected data to help one of the world’s leading banks break into the mass affluent market.
Affinity enables the richer analysis of developments & trends in capital markets
See how FCFI and CID automatically captures and assesses trends for more efficient and transparent investment solutions.
Thematic Intelligence Generates Alpha in an Index Tracking Strategy
See how CID and Raise Partner make it easier to optimise thematic portfolios.
CID helps fund discover leading and investable tech innovators
How we help investors separate real thematic trends from speculation and hearsay.
