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August 11, 2022
Finance Technologies

The need to offer personalisation in financial research

Research is a fundamental aspect of financial decision-making, yet, all too often its use is through a one-size-fits-all method. In today’s complex global market, this generalised approach isn’t enough, and with increasing capabilities for using technology, a lack of personalised output is a loss of opportunity. It needs to be disseminated in a customised manner to provide personalised insights for clients. For example, a portfolio manager may be looking to invest in a variety of manufacturers who are most likely to benefit from the electric vehicle revolution. In conducting research, there may be a need to gather analysis on a…
The need to offer personalisation in financial research

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