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Financial Services


Filter the Signal from the Noise to Make Better Decisions, Faster

Working in Financial Services, your day consists of constant communications with your clients about information that matters. You need fast, actionable insights to speed your decision-making and a prompt way to share these insights with your customers. InfoNgen® helps drive actionable insights for Financial Services companies, giving you a proven tool to find, analyze and share information critical to staying competitive and, most importantly, get ahead of the market!

Get the Latest, Most Relevant Financial Services News All in One Place

Why InfoNgen for Financial Services?

With InfoNgen, you can quickly take the right course of action, whether it’s sharing critical information with customers or tapping into your vast corporate data repositories for more information. No matter where you are or when you need it, you have access to InfoNgen and the powerful benefits it provides:

  • Competitive intelligence on every major company in every major geography within your target industry
  • Alerts on specific equities to help you determine whether to buy, sell or hold
  • Automatic insight into macro and microeconomic trends affecting multiple industries
  • On-demand insights on the latest regulations and legislation 
  • Sentiment indexes and analysis to help you aggregate content intelligently
  • Ability to search unstructured data without extra effort
  • Built-in taxonomies and thousands of custom tags for Financial Services
  • Simple integration with internal systems and content sources
  • Automatic alerts on mergers & acquisitions and IPOs 

Who Uses InfoNgen in Financial Services?

InfoNgen is easy to use and adopt for specific roles within your organization, benefitting your employees in the following ways:

Financial Analysts

  • Find new opportunities by receiving alerts on market expansions, potential M&A, management changes, strategy and fiscal announcements
  • Reduce customer churn and increase sales by identifying equities that might be of interest to your investors and their portfolios
  • Save hundreds of person hours on monitoring regulatory updates, industry publications and other sources that publish insights critical to your research

Investment Bankers

  • Identify the early signs of an investment opportunity
  • Get timely insights into the major economic, corporate and legislative activities that influence market movements
  • Monitor your target vertical to understand the needs of your buyers and sellers 

Wealth & Money Managers

  • Get insight into equities to determine whether now is the time to buy, sell or hold
  • Receive real-time personalized investment news and insights
  • Give your clients confidence in your services by staying on top of industry and market trends

Deploying InfoNgen to Unlock Advanced Search for Portfolio Managers

Learn how we deployed InfoNgen to give portfolio managers in financial services a proven, powerful tool to increase the quality and efficiency of their investment research.



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