Case Study: Tellimer

Highlights

• Launched a self-service web portal to distribute MiFID II-compliant research and analytics.
• Enabled subscribers to securely access customised emerging markets insights.
• Integrated portal with Dynamics 365 CRM for unified client views and management.
• Allowed granular access control over research areas based on client preferences.
• Provided analysts with an integrated tool to easily publish and categorise new research.

Who are Tellimer?

Tellimer is a leading provider of specialized knowledge and execution capabilities in equity and fixed-income markets and investment banking across developing economies, offering international investors access to some of the most complex financial markets and economies in the world.

The company is committed to providing high-quality services to its investors. To further enhance this commitment, Tellimer (formerly Exotix Capital) has launched a new standalone research, analytics, and data division (RAD). This division will enable clients to benefit from the firm’s specialist industry and market knowledge.

The Challenge

Determined to help its European clients prepare for regulatory changes in line with MiFID II (Markets in Financial Instruments Directive) regulations, Tellimer wanted to ‘unbundle’ its research and data services from its broking and investment banking divisions.

These services would be made available through a dedicated subscription in line with the new MiFID II rules.

Distributing their research through an aggregator platform was not an option due to the platform’s inability to handle the complex entitlement scenarios required by MiFID II and Tellimer.

Tellimer had only one option left – to create its own digital portal that could be managed and administered in accordance with regulatory requirements. This would enable Tellimer to become the first top-tier provider of specialised research that is paid for and designed to assist clients in identifying and monetising financial opportunities that arise in emerging markets.

To make this vision a reality, Tellimer needed to revamp their website to provide an easy and effective way for subscribers to access paid-for research from its market experts and analysts.

They required a new web portal that would not only showcase the high-quality content and resources available but also enable subscribers to manage their preferences through a personalised self-service experience using a simple interface.

“Initiating the new global digital distribution channel for the RAD division was a truly mission-critical project.

We had one chance to get it right – and a short window of opportunity to launch into the market well ahead of MiFID II coming into force.”

Rob Elliott, Global Head of Operations at Tellimer.

The Solution

Rob and his team turned to ServerSys to design and implement the complex portal solution that Tellimer required.

Hosted in the Microsoft Azure Cloud, the new self-service portal delivers a unified view of all client interaction details, research preferences and history – all of which are essential for the delivery of tailored advice and enhanced customer-centric collaboration.

Turning the existing Dynamics 365 CRM into a web engagement platform, the solution works directly with CRM accounts, contacts and workflows without the need for extra development or integration.

Featuring robust yet flexible authentication, CRM data can be applied to make sure each user receives the correct access and permissions. Eligibility to research areas can be tightly controlled and customisable, ensuring subscribers can access the content they have permission for with just a few clicks.

Subscribers can take advantage of powerful search capabilities to conduct granular selections from a wide range of research categories, such as macro strategic analysis, credit or equities analysis, and frontier analysis. Additionally, they can stay up-to-date with the latest information and updates on regional conferences and also request direct access to analysts.

Updating the resources available for subscribers to view, play or download is easily managed. Tellimer’s portal acts as an integrated content management system (CMS) that enables the firm’s analysts to publish new research categorised by industry sector, by region, and by company or country. All of which ensures subscribers can quickly pinpoint the information they’re looking for.

The portal has been optimised to provide the best possible user experience. It allows users to easily subscribe, manage their account preferences, and receive automatic notifications on new research that is relevant to their specific topics of interest. This ensures that busy portfolio and fund managers are not overwhelmed with irrelevant updates.

Deep integration with Dynamics 365 CRM ensures that all transactions and interactions are captured to provide representatives across the business with real-time intelligence on the research areas that subscribers review.

“ServerSys was able to deliver a platform that was fully integrated with Dynamics 365 CRM, did not require an additional solution database, contained pre-built technology for authentication, content management and security and could be deployed via the cloud.

Scalable and easy to manage and maintain, the new web portal makes it possible for us to digitally distribute our research to subscribers 24×7 in a highly efficient and cost-effective manner.”

Rob Elliott, Global Head of Operations at Tellimer.

The Results

The newly launched portal helped facilitate direct client interaction with analysts and showcase trading ideas and thought-leading commentary produced by Tellimer’s research team covering global companies and government entities.

The digital delivery channel has been well received by its clients, who are now able to benefit from the firm’s industry and market knowledge via the delivery of bespoke solutions that can be tailored to their specific research needs.

Why ServerSys?

Experts in digital transformation, ServerSys had already played a key role in enabling Tellimer to transform its operations when the firm undertook a major transition to Dynamics 365 CRM.

“In a highly regulated industry such as ours, you need to be certain you’re working with a partner that truly understands your business and can deliver on every count,” says Rob Elliott.

“ServerSys worked closely with our key business representatives to map out the detailed requirements and design elements of the portal that had to be customised to our exact needs. As an organisation that already uses Microsoft Dynamics 365, deploying a CRM portal made perfect sense.”

Alongside capturing the requirements of internal business managers, ServerSys needed to ensure the web portal delivered impressive usability that would be a hit with subscribers. “The transition and go live was a smooth process – and ServerSys went beyond the call of duty to ensure everything simply worked,” concludes Rob.

“Our industry is going through a considerable period of change, and the creation of the RAD division and Portal is the start of our drive to deliver cutting-edge capability and services to international investors, governments and traders seeking insights into some of the world’s most dynamic growing economies.”

Duncan Wales, CEO, Tellimer