Small Asian Broker

The broker wanted to deliver a more personalised, high-touch service to its high-net-worth clients without building a full in-house research team across equities, fixed income and macroeconomics.

For a relatively small client base, hiring dedicated analysts for each discipline would have added substantial fixed costs while still making it difficult to produce genuinely individualised research for every client.

PRAAMS enabled the broker to introduce customised daily morning briefs for each individual client.

Every brief combines the information most relevant to that client, including macroeconomic and earnings calendars, market commentary, top movers, equity and commodity market updates, a detailed overview of global fixed income markets, and daily news summaries covering companies already held in the client’s portfolio.

Instead of distributing the same generic market commentary to everyone, the broker can provide each client with a concise daily update tailored to their actual investments.

The service allowed the broker to expand its research offering without hiring separate equity, fixed income and macro analysts, generating estimated annual cost savings of at least $370,000.

At the same time, the personalised briefs strengthened the broker’s premium proposition to HNWI clients by making institutional-style market intelligence part of the everyday client experience.

The customised research service became a clear point of differentiation for the broker, with client satisfaction reaching an NPS above 60.

The broker was able to combine a more personalised client experience with materially lower research costs, creating a premium service that would have been difficult to deliver economically through a traditional analyst-driven model.