Connect Research Email+

An automated email distribution solution for scaled distribution of research publication alerts to clients.

Working with worldflow’s client list management tools and synchronised with your existing CRM for centralised control.
Email+ supports personalised link-back or document attachment and provides detailed analysis on delivery/opens and bounces.
Connect Research Email+ Distribution is a fully managed service, branded to match your corporate requirements and configured to send from your regular research mailboxes.
Utilising your company email addresses, Amazons’ SES service, (the world’s biggest email sending service), and dedicated servers for directed DNS, also allows scale and reduction of spam blocking of your emails, when compared to the “big” names.

1

Out-of-the-box solution

Branded, built and delivered as a packaged service, new sites typically up and running in around 6-8 weeks.

2

Fully supported

Requires little or no internal resources to set-up and manage and more cost-effective than an internal build would be.

3

Attached or Hosted

Supports sending of reports as attachments as well as secure link-backs.

4

Timed delivery options

Real-time and timed delivery options by user type

5

User Preferences

Users can manage their own subscription preferences via a user dashboard and create bespoke email preferences

6

No keyword descriptions

Mailchimp/Constant Contact block use of BUY/HOLD/SELL in email text

7

High volume

Utilises Amazon’s SES mail services providing scalable, high volume throughput and detailed delivery data

8

Interaction Reporting

Detailed real-time interaction reporting including email opens and click-through at user level.

9

Integration

Directly with most common CRM platforms enabling client subscription preference to be updated in real-time

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🛡️ 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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Get immediate access to 20+ aggregator platforms

📡

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

✓ 20+ aggregator partners
✓ Bloomberg, FactSet
✓ Refinitiv, S&P Global
✓ Direct hedge fund feeds
✓ No volume limits
✓ Full content control
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Premium Modules

Complete research management and advanced distribution tools

📝 HTML Authoring

Template-based authoring with multi-format output

  • Multi-format publishing
  • Auto HTML & PDF generation
  • Compliance workflow
  • Chart/table integration
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🌐 Research Portal

Branded, self-managed portal for your research

  • Fully customizable
  • Client-focused content
  • Dynamic tagging
  • Personalized views
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📧 Email+ Distribution

Scalable email delivery with your custom branding

  • Company domain
  • Branded templates
  • Access tracking
  • Automated cleanup
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📱 Native Mobile Apps

iOS & Android apps with offline capabilities

  • iOS & Android native
  • Offline library
  • Push notifications
  • Company branding
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📊 Readership Analytics

Comprehensive usage tracking and reporting

  • Cross-platform analytics
  • Drill-down reports
  • Client segmentation
  • Dashboard views
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🎯Event Management

Complete conference and roadshow management

  • Invitation management
  • Registration tracking
  • Post-event materials
  • Timezone handling
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