Customized Workflows for Wealth's digital solutions

Digital investors continues to grow with the need to monitor the financial markets with holistic views around market news and company announcements, real-time instrument prices and historical trends analysis, company fundamentals and estimates. Diversification with FX and funds are also major themes in the investments. Recently, ESG and social media trends come to play as part of the investment decision process.

On top of these needs, how all these information come together in investment decision workflows is also a key for bringing digital investors a better investment journey. Powering the wealth managers with similar tools, better integration with other wealth management systems, and customized workflows to provide unique services to digital investors, become the minimum requirements in the wealth management's competition landscape.

As a valuble companion to Refinitiv's data for wealth managers, LabCI is the enabler for wealth managers to feed Refinitiv's data into various parts of the customized workflows. It means wealth managers can focus on what's best to offer to the digital investors, rather than worrying about technical implementations.

LSEG