For sell side Invisagefor Banks Improves sales conversion by enhancing the value for end-customers, without changes to editorial process. • Identify best ideas quickly and systematically. • Create thematic investment baskets based on research ideas. Research • Integrate research in client’s investment workflows and demonstrate Sales the value it can deliver for their specific investment strategy. • Create tactical and strategic thematic baskets leveraging both top-down and bottom-up research. • Indulge your clients in themes that drive today’s world. • Run alpha-focused automated portfolios that capture the best research Wealth ideas tailor-made for your clients. Adviser 8.
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