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Deploying InfoNgen to Unlock Advanced Search & Content Delivery Capabilities for Portfolio Managers in Financial Services

Whether in a bull or bear market, it is vital for financial firms that portfolio managers have access to the best possible research to ensure their funds will perform at or above market levels. Recognizing the direct correlation between the quality of equities research and fund performance success, a multinational financial services company managing over $2 trillion in assets partnered with InfoNgen to implement an intelligent search tool that leverages text analytics and machine learning algorithms to filter the signal from the noise in enormous amounts of research content.


When the InfoNgen team started working with the client, its pain points were as follows:

  • Limited and poor search capabilities
  • Multiple outdated internal systems
  • The inability to provide personalized real-time research content delivery


InfoNgen was chosen for its ability to provide the following mission-critical functionality:

  • Text analytics with topic/concept extraction, company sentiment analysis, summarization, content deduplication and other features tailored specifically to broker research
  • Advanced search capabilities closely integrated with internal services
  • Automatic alerts and company reports combining internal research and third-party content
  • Personalized content presentation and alert delivery


InfoNgen helped the client achieve the following milestones and goals:

  • Substantially increased operational efficiency and streamlined financial research workflows for portfolio managers
  • Reduced research acquisition time and effort by implementing personalized alerts and other content delivery options, including newsletters to summarize research
  • Critically improved fund performance by introducing innovative technologies like text analytics and sentiment analysis to effectively identify equities for portfolios
  • Unified and replaced four legacy internal systems with a virtualized, AWS-based platform to do all the above

All the client’s portfolio managers have been successfully using InfoNgen as their go-to tool for financial research since 2014.

Solution Architecture at a Glance



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