Home

Case Study

Global Wealth Firm Increases Advisor Productivity with FactSet’s Content, Analytics, and Flexible Technology Solutions

Global Wealth Firm Increases Advisor Productivity with FactSet’s Content, Analytics, and Flexible Technology Solutions

FactSet
Pages 2 Pages

FactSet helped the global financial services firm by integrating its data and analytics directly into the firm's internal wealth portal, enhancing advisor productivity and workflow. The solution consolidated multiple data sources into a single platform with dynamic, interactive web components such as market overviews, news summaries, and company tear sheets. FactSet’s technology improved access to relevant, actionable insights, streamlined diverse user needs, and reduced development and implementation costs, enabling advisors to deliver superior client service efficiently.

Join for free to read

You Might Also Like


Wealth Management Division at a Large U.S. Private Bank Drives CRM Adoption, Advisor Productivity, and Client Engagement with FactSet
Case Study Wealth Management Division at a Large U.S. Private Bank Drives…
FactSet

Modernizing Client-Advisor Relationships
Ebook Modernizing Client-Advisor Relationships
Seismic

Large Wealth Management Firm Improves Scale, Analytics Data, and Reporting Depth of Risk Oversight Processes with FactSet
Case Study Large Wealth Management Firm Improves Scale, Analytics Data, and…
FactSet

Wealth Management Division of a Top-Three Canadian Bank Upgrades Its Market Data, Research, and Analytics for Advisors and Clients
Case Study Wealth Management Division of a Top-Three Canadian Bank Upgrades…
FactSet

More from FactSet


Wealth Management Division at a Large U.S. Private Bank Drives CRM Adoption, Advisor Productivity, and Client Engagement with FactSet
Case Study Wealth Management Division at a Large U.S. Private Bank Drives…
FactSet

Large Wealth Management Firm Improves Scale, Analytics Data, and Reporting Depth of Risk Oversight Processes with FactSet
Case Study Large Wealth Management Firm Improves Scale, Analytics Data, and…
FactSet

Wealth Management Division of a Top-Three Canadian Bank Upgrades Its Market Data, Research, and Analytics for Advisors and Clients
Case Study Wealth Management Division of a Top-Three Canadian Bank Upgrades…
FactSet

Investment Division at Commercial Bank Enhances Client Services with FactSet’s Solutions for Wealth Managers
Case Study Investment Division at Commercial Bank Enhances Client Services…
FactSet
© 2026 Contentree.  All Rights Reserved   |   Privacy and Cookies   |   Legal   |   Do not sell my info