Relationship Managers

Personalized Intelligence WebApp
Investment Managers

Brokerages

Integrate Multiple Data & Content Vendors
Investors and Family Offices

Investors & Family Offices

Personalized Intelligence

Advisors Go Digital

Digital Wealth Manager

Unified Data & Content Infrastructure
Retail Banks & Wealth Managers

Retail Banks & Wealth Managers

Automated Personalized Content

Corporates

Increase Customer Engagements

Relationship Managers: Personalized Intelligence WebApp

  • RMs spent more than 50% of time spent in a day searching for content from multiple sources with no access to market intelligence
  • RMs maintain watchlists manually in public domains for tracking prices without integration with house research and view 
  • Our WebApp offers ready to view Intelligence and smart search capabilities globally across multi asset class along with customized portfolio analytics and reports.
  • Result is increased productivity along with greater customer engagements with actionable data and content.

Brokerages: Integrate Multiple Data & Content Vendors

  • Brokerages have to spend significant time and cost on integrating multiple external data and content providers to offer a feature rich environment for their customers.
  • Identifying the right vendors, negotiating contracts and integrating mostly off the shelf solutions is more expensive.
  • Stella offers a single API which allows brokerages to choose various vendor solutions in a customized bite sized fashion.
  • Result is pay as you use model making it easy to switch or terminate specific vendor services.

Investors & Family Offices: Personalized Intelligence

  • There are 40 Million investors with health between USD 1 and USD 10 MM and 2 Million investors with greater than USD 10 MM in wealth. HNI Individuals and UHNI both today face the same challenge of too many bank accounts and no way to consolidate their understanding of the overall portfolio and the risk that they carry.
  • Portfolio intelligence personalized for their aggregate exposure is difficult to come. Moreover they have to go to several sources to get aggregated information for their portfolio.
  • With Stella they can see portfolio and market intelligence aggregated in one place.

Digital Wealth Manager: Unified Data & Content Infrastructure

  • DWMs have to spend on technology staff and platform. Choice is between either using multiple low cost raw data provides vs uber expensive reference data providers. 
  • Building and maintaining data infrastructure is not WMs core business.
  • Stella offers a complete API based service which allows WMs to choose what part they want to take and when.
  • Result is quality data and content in a plug and play mode with significant cost savings and zero hassle to maintain a team of data scientists and programmers.

Retail Banks & Wealth Managers: Automated Personalized Content

  • Wealth management conversations needs to be intelligent, engaging and personalized. Clients are willing to leave if you communicate poorly.
  • AI based personalized investment intelligence, using natural language generation for contextual content and multi channel approach is the only solution to serve the large base of customers like mass affluent. 
  • We help your business provide automated intelligent alerts. Showing the right content for customer stimuli is key to personalization and increase revenue.
  • Unlimited intelligent content creation on market related events through social media channels can attract conversations and client conversions. 

Corporates: Increase Customer Engagements

  • Financial Institutions and Corporates regularly use digital marketing tools and rich product features to increase their customer base.
  • Adding the right content for customer stimuli is key for a successful customer engagement and marketing strategy.
  • Get actionable data and content that results in increased customer mindshare thereby increasing revenue.