For WealthAdvisors

A+1.2%-0.5%

Improving
efficiency andgenerating
greater insight
LSEG Case Study

LSEG CASE STUDY | Improving efficiency and generating greater insight for wealth advisors

2A large market-leading European banking group enhanced its
portfolio management capabilities and enabled its advisors tobe more efficient and effective by incorporating Workspace for
Wealth Advisors.

FIRM TYPE

THE CHALLENGE

THE SOLUTION

THE RESULT

Large European banking
group with 130+ affiliate banks

Provide a single source ofdata and analytical tools forwealth advisors

Workspace forWealth Advisors

A streamlined and efficient
workflow for advisors helping
them generate greater insightfor clients“

 he LSEG solution is a key part of our ambitious plans as a group
Tto strengthen and improve our front-office offering by implementing
an integrated portfolio management and advisory framework thatwill support our affiliates, staff and clients in all territories.

”

LSEG CASE STUDY | Improving efficiency and generating greater insight for wealth advisors

The challenge: Fragmented data, siloed structure
A large European banking group with an extensive network of over 130 affiliates was using multiple front office platforms, technology
providers and data suppliers for its operations. The myriad of different solutions, technology and procedures for portfolio andwealth management across its affiliate network was resource-intensive, inefficient and costly to maintain.
The siloed and fragmented structure of the banking groups operations were detrimental to wealth advisors and portfolio managers
across the network. Internal feedback from advisors and managers indicated there was a lack of technological tools andapplications to effectively generate insights with data being siloed across various platforms. This meant advisors were inefficient,
struggled to stay up to date on market movements and effectively service their clients.

Key pain points:
Multiple service providers
Using multiple market data providers and technologicalsolutions hindered efficiency for the firm and advisors

Lack of local content
A lack of robust local language content and news limited theadvisor’s ability to serve clients holistically

Fragmented data
Siloed information across multiple systems provided aninefficient workflow for the advisors, resulting in slower
responses to client queries and missed opportunities

Portfolio analytics
Lack of integrated portfolio data, applications and tools was
detrimental to advisor effectiveness and their ability to delivervalue to clients

The solution: A next generation workflow
Working with the group to understand the challenge and key pain points, we identified that our flagship solution,Workspace for Wealth Advisors, met all the banking group’s needs and perfectly aligned to its plans and vision for the future.
We took a phased approach to implementing Workspace for Wealth Advisors, which delivered the market data, data consolidation,
analytical tools and overall experience the group wanted for its advisors and their clients.

3LSEG CASE STUDY | Improving efficiency and generating greater insight for wealth advisors

4

Key benefits:
Consolidated information
Internal data and investment research were integrated withexternal market data through a secure content management
system, House Views and Market Insights. Consolidated
data through a single platform means less time searching for
information and greater efficiency for advisors

Global and local coverage
LSEG’s local language news combined with robust global
market data ensures advisors have the content to deliver onspecific client investment mandates both locally and globally

Light and nimble architecture
Workspaces’s web-based, zero footprint light HTML5 framework
resulted in a seamless transition and installation for 300+
end-users across the group, ensuring zero downtime

Advanced portfolio analytics
Key applications and analytical tools, including Portfolio Analytics,
Portfolio Dashboard and Watchlist Pulse, provide actionable andtailored insights, directly related to client portfolios in real-time,
driving improved client engagement

The result: Streamlined for successWith Workspace for Wealth Advisors, the banking group consolidated disparate information, creating a single platform for the entire
group, delivering a streamlined workflow with consistency and accuracy of information, making it easier to monitor affiliates andimplement its corporate strategy. With a single integrated platform to access data, combined with the tools and applications togenerate insights for their clients, advisors are seeing improved engagement, stronger relationships and lower client turnover.
In addition, the banking group has a single supplier for all its technological and data requirements, which saves time and resourcesin managing multiple suppliers, improves efficiency and enhances scalability.

LDA2891100/06-23