See the next move

Trade Intelligence organizes, analyzes, and visualizes conversations in capital markets from inquiry to execution.

Keep Me Posted Meet Trade Intelligence

WHAT IT DOES

Instant message analytics to know clients better

Understand client intent

Analyzes trading conversations across channels to anticipate pricing and buying behavior

Grow revenue

Daily briefings based on market and client sentiment give you a competitive edge

Manage risk

Detect deteriorating client sentiment, behavior, and potential loss of support

THE BACKSTORY

Before deeds, intent.
Before trades, conversations.

Trade intelligence gives you a real time sense of the mind of the market, connecting what traders think, say, and when they pull the trigger.

HOW IT WORKS

Unified surveillance. Exponentially intuitive. Instantly effective.

Capture data

Trade Intelligence uses advanced artificial intelligence to sift through huge volumes of instant message communications data, to organize and analyze it with one goal: Understanding your clients better.

Surface behaviors

Easily surface trading activity, behavior and hidden sentiment so you can keep your company out of the headlines and avoid damaging your public reputation.

Smarter connections, smarter surveillence

Follow the trading conversation from initial inquiry to execution to turn client preferences into actionable insights, and provide sales-traders a competitive edge over the competition.

Act on your findings

Trade Intelligence provides a daily briefing from reliable client communication analytics to ensure all client interactions are captured and monetized.

Improve your existing systems

Large parts of capital markets trading use voice or chat channels to search for pricing and executing trades. There is no other way to obtain structured chat conversations for quick search and discovery. Trade Intelligence solves this.

BY THE NUMBERS

Productivity up. Cost down.

Over 10 million instant messages reviewed for one client, identifying areas for client retention, cross-selling, and expanded service coverage.

Increase in actionable client insights

80%

Increase in productivity

20%

Ensure your client interactions are captured and monetized.

Operational efficiency & Trade Transparency

Instant message analytics to understand client conversations & drive revenue growth

Adapt to real language usage

People express thoughts and ideas with almost infinite variety. Trade Intelligence analyzes capital market language with human-like skill, reliably extracting nuance, context, and client resolve.

Compare behaviors and intentions

Integrate analytics of structured data, such as asset holdings, reasons for initiating disposing of, or acquiring bonds, equities, or currencies could be enriched to build deeper insights based on behaviors and intentions.

Explore hidden trends

Insights across clients reveal trends that may not be detected on an individual basis - executive dashboards provide a global view across client groups, geographies, and other categories. Trade Intelligence positions the firm to act on cross-selling opportunities, from other trading desks, or overnight requests from cross-border clients.

Integrate knowledge about your clients

Client knowledge recorded into CRM systems is often too thin to be meaningful. Trade Intelligence enriches instant messages with metadata, revealing hidden trends and essential details. Trade Intelligence turns the client’s words into deep insights, reducing rote work by automatically updating CRM, BI, and order management systems that make insights actionable.

Outperform competitors

Deep insights inform client-centric management strategies that help to build loyalty, unlock opportunities to increase revenue, and enhance competitiveness.

Proactively manage complaints

Predictive analytics and accumulated knowledge help to surface at-risk clients, allowing action to be taken to mitigate problems and avoid loss.

Compare behaviors with intentions

It usually takes time to understand the ‘why’ behind client behaviors, but Trade Intelligence uses proven AI to deliver rapid insights that explain rather than just measure.

Turn risk into opportunity

Assess sales-trading coverage gaps, or service weaknesses - and reframe them as opportunities to hone an offering and restore satisfaction. Trade Intelligence ensures risks are revealed so opportunities emerge.

Full text natural language searching

Our unique NLP capabilities provide the investigator with powerful search techniques to surface communications based on metadata, key terms, fuzzy matches, proximity, and behavioral indicators.

Person-centric views

We provide the tools to quickly explore complex relationships, surfacing key behaviors to inform your actions.

Pattern analysis

Examine behavioral intent changes over time that assist not only in finding anomalous activities but also providing insight into the conduct of departments and social clusters.

Entitlements

Fine grained functional and data permissions map users to the capabilities, communications, and alerts. Integrate with your enterprise directory service and single sign-on.

Operational Reporting

We give you the insights to understanding alert volumes, distributions, team workload, and productivity which are key to being able to effectively manage your teams of reviewers.

Workflows and Assignments

Our out of the box workflows streamline your review and can be configured for your specific procedures such as Quality Control and escalation paths.

Auditing and defensibility

Audited and defensible data processing lineage and analyst review.

Proven stability and uptime

Our maturity ensures that 99.9% system uptime is the standard and not the exception.

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