Connect Research Analytics
Using real-time user interaction data from your direct channels (Portal, Mobile, eMail) and the weekly/monthly reporting generated by connected vendor destinations; clients access can access their data anytime through a dedicated web dashboard that provides a range of graphic visualization of key research metrics and an extensive ad hoc reporting capability.
Fully managed service
worldflow’s automated data loading eliminates time-consuming and costly manual analytics processing.
Real-time
Data access up to the minute view of all your client interactions from multiple access channels
Secure web-based dashboard
Providing access to internal users with full admin or read-only access options
Integration with CRM
enabling automated loading of data to client accounts for Sales Access
Compliance
Simplifies all your MIFID II interaction reporting
Across Connect Platforms
Combining data from Portal, Mobile, eMail solutions
🛡️ Regulatory Compliance Built-In
Full compliance framework ensuring your research meets all regulatory requirements
🔒 MIFID II Ready
Complete MIFID II compliance including research payment provisions and client categorization
📋 GDPR Compliant
Full GDPR compliance with data protection, consent management, and privacy controls
🌍 Global Frameworks
Support for US Privacy regulations, Japanese Individual frameworks, and other global requirements
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Aggregator Distribution
worldflow Connect - the largest distributor of research content to aggregator venues globally
Distributing content for over 400 research providers to 20+ destinations. Trusted by clients for over 10 years