INDUSTRY SOLUTION

Financial Services

Helping you build trust and stay competitive

Financial Services

64%

of investment managers plan to achieve strategic priorities by leveraging new technologies

69%

of high-performing service teams are actively looking for situations to use artificial intelligence (AI) 

25-40%

of office capacity at banks, is expected to free up as firms adopt hybrid working models

Partnering with Refinitiv, an LSEG business

ModuleQ and Refinitiv, an LSEG Business, have partnered to provide turnkey AI solutions that cut through the noise with timely/breaking insights, automatically personalized to the current needs of each individual professional.

- LSEG Partnership@2x

“ModuleQ’s real-time AI-driven news updates are a powerful source of tailored insight into the industry trends impacting our customers in a complex, fast-moving world.” 

Debra Walton  |  CRO, Refinitiv

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Gain a competitive edge

ModuleQ for Financial Services embeds our insight engine into a personalized experience within Microsoft Teams. Give your revenue-generating teams the information they need at the right time and with the right context from all the siloed systems that matter most. Follow the topics and organizations that are meaningful to you and your accounts.

 
 
INCREASE CUSTOMER RETENTION

Need to improve customer service or experience in...

Investment Banking

Uncover deal opportunities with breaking alerts automatically personalized to your priorities. Improve pitch materials and client conversations in-depth news and intelligence on industry activities and company developments. 

Investment Management

Identify investment opportunities, inform investment strategies, determine asset allocation, manage risks, and optimize portfolios.

Trading

Generate alpha by relying on market-moving, real-time news across all asset classes. 

Wealth Management

Create differentiated and relevant engagements with clients by staying on top of the news that affects their portfolios.

We understand that customer loyalty means more than just customer retention, it also includes customer or prospect interaction and awareness. Using embedded insights from ModuleQ, we can illuminate your customer interactions and even recommend a variety of appropriate content to help you engage with them. Help your teams manage customer data so they can provide enhanced service to all customers across all channels.

 
REDUCE INFORMATION OVERLOAD

Struggling with too much information and data about...

Revenue and Results
  • ModuleQ automatically understands your business priorities and serves revenue and results for the accounts that matter to you
  • We are proud to partner and integrate with Refinitiv the leading global provider of revenue data
  • ModuleQ uses natural language processing (NLP) to find and serve relevant account results as they are posted
Mergers and Acquisitions
  • Increasing agility and respond to customer events as they unfold, so they can have personalized and timely conversations
  • ModuleQ’s People-Facing AI® connects the dots in your work data, identifying priorities and automatically serving information about merger and acquisitions for your customers
ESG
  • We are proud to partner and integrate with Refinitiv the leading global provider of ESG data
  • ModuleQ uses natural language processing (NLP) to find and serve relevant ESG insights and resources in real-time
  • Prior to a prioritized meeting, ModuleQ users will receive ESG news and research reports related to their coverages areas

We've seen people spend hours every day searching for information, staying caught in email chains, and getting distracted by personal posts. We're solving a problem that is very real and affecting your workforce. The ModuleQ AI Platform delivers relevant content automatically personalized to each person's dynamic changing priorities. And those priorities are learned and updated in real-time, without any need for configuration.

 
INCREASE TALENT RETENTION

Keep your employees engaged and happy with...

Daily News Alerts

Curated and personalized based on what our People-Facing AI learns about how you work.

Pre-Meeting Briefing

Recent events, developments, news, and research relevant to the meeting.

Trending News
See information shared based on topics that matter and that your colleagues are also following rather than what SEO has marked as popular.
Breaking Alerts

An intelligent nudge with breaking news about accounts that you follow.

ModuleQ is a new AI technology that helps your team organize and prioritize business information. It uses machine learning to help you retain your top talent by making sure they aren’t drowning in excessive amounts of information. We can help you retain your top talent by making sure they aren’t drowning in excessive amounts of information. It uses AI technology to help your team organize and prioritize business information, so everyone can make better decisions faster with less effort!

Be smarter about how the world is changing

Give your team the information they need at the right time from all the enterprises systems that matter most.
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