BlueMatrix

Reimagine your place in FinTech! We're looking for a talented software engineer to join our team in Timisoara, Romania. To learn more about this role or better understand our values, arrange a discussion with our hiring team Brittany Miller, MHRER and Simona Luca for more information. https://lnkd.in/e_byPrZy #FinTech #TechJobs #InvestmentResearch

Looking forward to #UnbundlingUncovered London 2024! It'll be great to reconnect with clients and new contacts alike to share the incredible growth we've witnessed here at BlueMatrix. Our very own Head of Business Development Simon Edwards will also be featured in a panel sharing his thoughts on industry trends - so stay tuned! #London #InvestmentResearch

This October 2, we are excited to return to in-person client forums in New York after a multi-year hiatus. We’ll be meeting clients and associates to share insights on our latest product developments and thoughts on emerging technologies. This event is open to all clients and associates. For more information, please contact your Relationship Manager or Sales representative. Please note that spaces are limited, so reach out ASAP. #events #product #tech #investmentresearch #NewYork #USA

User-centric design, continuous development, and a comprehensive toolset makes #ResearchPortals the center of your content consumption strategy. With innovative features derived from market and industry trends, you can be assured that you'll be leading the way with how your content is experienced. Built to be flexible, you can adapt its structure and content to match your changing needs. Empower your clients' strategy by capitalizing on #ADA compliance, entitlement management, or #multilanguage content. Our user-centric approach is proven to drive engagement and retention to your content - helping you to monetize existing IP. Multi-format views of content further enhance its versatility, showcasing your content, and build an engaged readership. To find out more about #ResearchPortals and how it can benefit your content engagement, please speak to one of our consultants via https://lnkd.in/d8ms4ifu #investmentresearch #content #branding

We are delighted to announce that Donald Prodehl has joined BlueMatrix as our new Chief Technology Officer (#CTO).   Don brings a wealth of experience in technology leadership, with a remarkable ability to #scale, optimize, and #transform businesses for exceptional results. Before joining us, Don served as Chief Technology Officer at Igloo Software and Chief Technology Officer & Executive Vice President at EVERFI from Blackbaud. His extensive background in leading tech teams and fostering cross-departmental #collaboration makes him a powerhouse addition to our leadership team.   Please join us in welcoming Don to the BlueMatrix family! We’re excited to see the impact he will have on our journey ahead.   #Leadership #Technology #Innovation #BlueMatrix #WelcomeAboard

For the last 30 years or so, the PDF has been the format of choice for the reports produced worldwide by the investment research industry for its clients. For example, BlueMatrix currently distributes around 10,000 PDFs daily. But what will investment research look like in the years to come? There are many advantages to the PDF format. It’s light on megabytes, which means it won’t get stuck in your Outbox when you try to email it or bounce back when the client’s Inbox can’t handle it. Plus, it holds design and text firmly in place, however you open it up and on whatever device you use.   Yet there is now a trend towards more dynamic research platforms, driven by a new generation of investors with superior digital skills and shorter attention spans who consume content in a very different way to their predecessors. Just like their streaming platforms and shopping experiences, they want more interactive, personalized content they can access wherever they are. Meanwhile PDFs are static and not as user friendly on the ubiquitous mobile screen.   Digitize and protect   Wealth managers are keen to meet their clients’ changing needs, but their sector is still playing catch-up with more digitally advanced areas of the financial sector, such as banking. In the age of AI, older institutions need to embrace innovation more than ever to keep up with their younger, more tech-driven competitors. The wealth management industry should adopt the same strategy. However crucially, there needs to be a balance of convenience and confidentiality, with no compromise on data integrity or security.   Personalize and comply   Digital platforms offer more customized user experiences, where research feeds and filtering systems can be tailored to meet specific preferences. The information investors and research consumers receive is not only rapid, but relevant.   Innovation also makes for a more entertaining user journey. HTML5 delivers web pages and reports that engage readers with interactive features, multi-channel content, and user-centric layouts. HTML5 offers faster page loading times, better multimedia support, responsive optimization that fits the content to any device, including mobiles, and cross-browser compatibility. It also improves SEO and search rankings.    Time for change The PDF is far from past its sell-by date, and we’ll be distributing another 10,000 PDF reports to clients tomorrow. But investors and research users increasingly expect faster and more engaging experiences to inform their investment decisions. It’s time for the wealth management industry to evolve its products to meet new needs. In not so many years ahead, we predict that the way users will access and consume investment research will look very different to what it does today. #InvestmentResearch #WealthManagement #DigitalTransformation #FinTech #Innovation #AI #DigitalPlatforms #InvestorTrends #ClientExperience #ResearchInnovation

Exciting times at BlueMatrix! We're thrilled to welcome Ben McFadden, CFA as CFO and Bryan North-Clauss as CRO, bringing extensive experience in scaling software companies. Both bring a wealth of experience in scaling software companies within the financial services sector, positioning us for continued success. Ben, with his rich background in enterprise software finance, and Bryan, with his impressive track record in revenue growth and sales productivity, are key additions to our leadership team. Their expertise will support our ongoing efforts to maintain an outstanding 97% customer retention rate and expand our market presence. With a talented team and robust support from Thoma Bravo, BlueMatrix is set to redefine the investment research landscape. Stay tuned for more exciting developments! For more information: https://lnkd.in/dXyfwvA5 #Growth #Leadership #Innovation #InvestmentResearch #GlobalExpansion

Tailor how your investment research is delivered with ResearchPortals! Investment research content thrives when it reaches the right audience. To maximize its effectiveness, users require a centralized platform, insightful commentary aggregation, and tools to streamline their daily workflows. With entitlements built-in, content producers can ensure that they are giving their readership the best experience possible to the insight they need. Discover how ResearchPortals can scale your content delivery. Connect with one of our consultants for more information. https://lnkd.in/dmFbutP9

We'd like to wish our US clients and colleagues a very happy #4thOfJuly.

🌟 Celebrating 25 Years of Excellence at BlueMatrix! 🌟   We are thrilled to mark a significant milestone at BlueMatrix – our Silver Corporate #Anniversary! For 25 incredible years, we have been committed to delivering best-in-class solutions for the #InvestmentResearch industry. This milestone is not just a reflection of our achievements, but a #celebration of our #community, whose unwavering support has been the bedrock of our success.   From our humble beginnings in 1999, we embarked on this journey with a bold vision encapsulated by our (then) tagline: "Focused, Comprehensive, Global." This vision has driven us to continually innovate and expand our horizons. Today, our #AwardWinning platform stands as a testament to our commitment to #excellence, re-imagining research and setting new standards in the industry.   To our clients who have been with us since the beginning, and to those who have recently joined the BlueMatrix community, your #partnership has been instrumental. Your trust and collaboration have enabled us to grow and evolve, and for that, we are deeply grateful. It is your feedback and insights that have been our guiding light, helping us to continually refine and enhance our platform and services.   As we celebrate this momentous occasion, we are filled with excitement and optimism for the future. The next 25 years promise to be even more transformative as we continue to push the boundaries of #innovation. We are committed to staying ahead of industry trends, leveraging cutting-edge technology, and providing our clients with unparalleled service and support.   Thank you for being a part of our journey. We look forward to many more years of #collaboration, innovation, and success together. Here's to the next 25 years of excellence at BlueMatrix! 🎉   #BlueMatrix #25Years #InvestmentResearch #Anniversary #Innovation #Gratitude #Excellence #FutureForward