FINANCIAL SERVICES

Investment Banking

Filtered content and information for investment banking professionals

IN PARTNERSHIP WITH
- LSEG Partnership@2x-1
Refinitiv
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Four Big Investment Banking Challenges

DATA CONSUMPTION

Transforming
Insights into Action

Information comes to you when you need it.

SITUATIONAL DATA

Delivering
Context Effortlessly

A tool that learns how to best assist you personally.

TOOL ADOPTION

Unifying
Banker Workflow

Connect your information to a single hub.

SECURITY

Protecting
Enterprise Data

Secure both you and your clients' information.

Refinitiv AI Alerts, powered by ModuleQ

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.

Premium Meeting Prep

IB - Feature 1
Premium Meeting Prep
  • Data Aggregation – bring filtered information together from multiple systems
  • Account Activity – surface relevant client context from CRM
  • Advanced Analytics – customize alerts to deliver proprietary insights and analytics
  • Research – links to internal equity research teams published content

Internal Research

IB - Feature 2
Internal Research
  • Research – links to internal equity research teams published content
  • Marketing Content – links to relevant collateral driven by metadata recommendation logic

Breaking Alerts

IB - Feature 3
Breaking Alerts
  • News Filter – highlight market moving events for priority clients in real time
  • Proactive Delivery – insights surfaced via Microsoft Teams at timely moments
  • Refinitiv Workspace– research recommendations from Refinitiv’s significant developments
IB - Feature 1
Premium Meeting Prep
  • Data Aggregation – bring filtered information together from multiple systems
  • Account Activity – surface relevant client context from CRM
  • Advanced Analytics – customize alerts to deliver proprietary insights and analytics
  • Research – links to internal equity research teams published content
LEARN MORE
IB - Feature 2
Internal Research
  • Research – links to internal equity research teams published content
  • Marketing Content – links to relevant collateral driven by metadata recommendation logic
LEARN MORE
IB - Feature 3
Breaking Alerts
  • News Filter – highlight market moving events for priority clients in real time
  • Proactive Delivery – insights surfaced via Microsoft Teams at timely moments
  • Refinitiv Workspace– research recommendations from Refinitiv’s significant developments
LEARN MORE
 
TRANSFORM INSIGHTS INTO ACTION

Get more out of your data, analytics, and content investments. 

The Challenge

Leading investment banking firms have largely solved the problem of acquiring and analyzing data to generate actionable business insights and advanced analytics. The problem these teams face is how to deliver these analytics to individuals in ways that make them timely and actionable. 

Our Solution

Rather than requiring bankers to search through dashboards and other portals, with ModuleQ, the insights will arrive to an individual proactively, just when an individual need to see it, like prior to an important client call. ModuleQ helps technical teams solve the last-mile problem of surfacing these insights. You'll get a greater return on investment on the data and content your teams are spending valuable time and resources building. 

Launched with the London Stock Exchange Group (LSEG)

LSEG launched Refinitiv AI Alerts, a tailored financial services version of ModuleQ’s People-Facing AI for their customers. Refinitiv AI Alerts continuously scours the data universe to identify the most relevant, just-in-time information, tailored specifically to your needs. 

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DELIVER CONTEXT EFFORTLESSLY

Deep personalization with true AI augmentation.

The Challenge

Bankers are more likely to assimilate information when it is timely, related to their current activities and served to them in a tool they are already using. AI-driven knowledge recommendations have greater and longer-lasting impact. But true personalization comes from information coming in as well as going out. 

Our Solution

ModuleQ has developed a unique feedback loop to optimize the flow of knowledge to bankers on the frontlines, as well as determine the kinds of knowledge assets that drive business outcomes and merit increased investment. By processing large amounts of data from connected data sources and using AI and natural language processing, ModuleQ is able to find insights that are highly relevant to individual users, aligning to their current work priorities. 

95% of businesses 

cite the need to manage unstructured data as a problem for their business. (Tech Jury)

_t20_no2j0n

55% of enterprise data

goes unused, according to a global survey of 1,300 business and IT executives. (Deloitte)

63% of companies struggle

to gather insights from big data (Sigma Computing)

 
UNIFY BANKER WORKFLOW

Transform Microsoft Teams into an insights hub.

The Challenge

Over the past decade the market for enterprise tooling has exploded. It has become increasingly difficult to understand what tools a team needs, what they want, and what will be a worthwhile investment for the business. The result is a hefty tooling budget for tools with low user adoption, low ROI, and siloed data. 

Our Solution

With ModuleQ there is no new app, portal, or UI for users to learn or to navigate to get their insights; relevant information simply arrives in the collaboration chat workflow just like any other message, making user adoption frictionless. ModuleQ's human-centered approach to melding artificial intelligence with human interaction allows investment bankers to access critical insights on their own terms.

The C-Suite's Guide to Microsoft Teams as a Platform

Read our guide to Microsoft Teams as a Platform to find out how far Teams has evolved and see examples of how Teams can be the next evolutionary leap to a universal hub and data aggregation. 

DOWNLOAD THE GUIDE
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PROTECT ENTERPRISE DATA

Data doesn't leave your secure tenant.

The Challenge

Security and data governance are foundational to investment banking. Traditional SaaS tools often require your data to leave your secure enterprise environment, creating risk for your sensitive information to potentially being exposed. 

Our Solution

ModuleQ is designed to meet the needs of regulated financial institutions with a multi-layer security architecture that is:

  • Run inside your Azure tenant, without backdoors (none of your data leaves your tenant).
  • Always encrypted at rest and in transit, with your key.
  • Purged frequently, only metadata is stored (not full text of emails or documents), and most metadata is purged after a few months.
  • Customer controlled, all your data resides within the enterprise boundary (ModuleQ does not have access to the deployed environment).

Architected to meet the security and compliance needs in regulated industries

ModuleQ understands that security and data governance are foundational to your business. Frictionless access to internal information and AI-powered personalization cannot come at the expense of security and compliance. 

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Microsoft 365 Security and Compliance Certification

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ISO 27001 Certification

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