Content Software LOGO CS research cmyk v2

Product benefits CS Research

Efficient - Simple - Flexible

Take advantage of the quick and easy creation, management and marketing of research content offered by CS Research. Digitize and automate your research process using standard and individual interfaces. Use the whitelabeling possibilities of
CS Research to further expand your business area.

Efficient processes

Quickly and easily create, manage and distribute your research content

Trouble-free collaboration between a wide range of players, such as analysts, editors, compliance and translators
Mapping of stable individual processes through a flexible authorization concept for documents and data
Automated distribution to numerous sales channels (multichanneling)
Synchronized release of recommendations, estimates and publications across all channels for consistent public presentation

Maximum flexibility

Various configuration options for a wide range of individual requirements

Modelling of individual financial models and key figures
Several generation types: Office (Word, Excel, PPT), DocGen, Web
Various output formats: Word, PDF, HTML5, XML, PPT, …
Layout of publications according to corporate design specifications and as White-Labeling
Publications in responsive design for a flexible presentation from smartphone to desktop
Multichanneling: Distribution into various channels: E-Mail, portal, data providers (Bloomberg, ThomsonReuters, CapitalIQ, ….), social media (Twitter and others), third-party systems

Comprehensive functionalities

All functionalities of various processes and areas (financial data, publications, processes, portals, apps, video editor) in just ONE single system

Automatic import of market data from common providers (Bloomberg, Datastream/Refinitive, ...)
Comprehensive possibilities for importing and exporting financial data and for calculating models
Easily and automatically access financial data to create tables and charts for publications, portals, apps and reports
Highly customizable creation and distribution process of publications based on standard components
Management of research videos and association with publications
Automated creation of disclaimers including disclosure, recommendation history, publication date and recommendation distribution

Reliable legal compliance

Reliable compliance with regulatory requirements (e.g. MiFID II, MAR (MAD II), GDPR, BAIT, MaRisk, …)

Flexible authorization concept for publications and financial data
Logging and reporting on distribution
Involvement of the compliance department in the release of publications and the maintenance of disclosures
Reliable support and regular updates
Consistent public presentation through synchronized approvals of recommendations, estimates and publications in all channels

Optimal marketing potentials

New sales channels, CRM-based customer communication, White-Labeling and multichanneling

Optimal target-group-specific provision of your research content through multichanneling and Responsive Design
Personalized E-mail distribution to end customers according to their interests - based on CRM data
Sales increase through White-Labeling of publications
Marketing for research publications by using teasers and links in the distribution to social media, portals, E-mail
Profiling against end customers through a variety of high-quality publication design options
Tracking report: Who accessed which publication/website and when?

Questions about CS Research?

to FAQ >

Product benefits CS Research

Efficient - Simple - Flexible

Take advantage of the many possibilities offered by CS Research!