Product benefits


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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.

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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
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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
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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
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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
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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?

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Take advantage of the many possibilities offered by CS Research!

marcus klein

Your contact

Marcus Klein

Managing Director

Telefon +49 6172 662621-16

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