Implementation of Core Product Offerings

The Idea

We will create ready-to-go research templates to offer new and existing clients interested in using web-formatted research reports. This will help save time and costs in the long term.

Device mockups of a web-formatted research report

The goal was to create "Out of the Box" HTML5 templates for new and/or smaller clients who were interested in HTML5 web reports but didn't have the resources to provide us with a design. In the investment research industry, firms still heavily rely on print/PDF research reports, even though they distribute them digitally. As firms gradually adopt modern web practices, we wanted to offer pre-designed templates that are interactive, responsive, and accessible for the web.

Due to BlueMatrix's market share, we have valuable insights into common research formatting and presentation methods in equity and fixed income research. Leveraging this unique insight, we were able to develop a suitable design offering. Once the templates were developed and tested with real data, we incorporated client's specific logic and incorporate their branding. This effectively provides them with an enhanced product that offers a better user experience for their own clients that is accessible and responsive across devices.

The Process


The Result