Augument your platform
Creating meaningful insights and reports can take hours or even days, but you want to inspire and retain your customers without spending high costs and large amounts of time on the task at hand. Our B2B white-label StoryTeller and Insight API's can help elevate your platform with unique insights and hyper-personalized reporting.
Insight APIs
Enhance your customer experience with smart, data-driven investment insights. Guide and inspire users in their investment decisions with our API-enabled solutions.
Decision-making support
Guide and inspire wealth customers in their investment decisions.
Informative insights
Transform fundamental data into actionable insights
StoryTeller
A reporting tool that transforms investment reports into engaging stories. It automates portfolio and fund performance explanations, making financial insights clearer for investors.
Increased transparency
Strengthen advisor-client relationships with comprehensive reports.
Automated reporting
Save time by generating hundreds of reports on scale.
What's everyone reading?
How storytelling activates pension savers. Insights from user testing.
The ‘Simpler Statements’ guidelines in the UK or the IORP II guidelines in Europe are pushing towards clearer and easier-to-read pension benefit statements and the industry is taking notice. We designed a StoryTeller report, specifically aimed at pension savers, and tested it with the clients of one of Denmark’s largest pension funds. How did these average pension savers respond to seeing, reading and hearing the story of their personal investments? The results are as obvious as they are thought-provoking.
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When portfolio reporting becomes a differentiator
Portfolio reporting presents a unique opportunity for execution-only platforms to differentiate their offering in a way that does not involve lower prices or access to more markets and products. To find out how to turn (what is usually considered) a transactional obligation into a distinctive service feature, we conducted exploratory field research. From in-depth interviews with self-investors in Brussels, Warsaw and Copenhagen we learned that there are five rules of thumb to create truly engaging reports.
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