CID

Asset & Wealth Management

Create better, more innovative investment solutions and win more business with qualitative data insights

Harness a universe of unstructured data to enrich your investment strategies and client-facing business processes.

Now you can automatically find, score and integrate qualitative data into your products and processes. Feed more nuanced insights into your investment strategies to increase customisation and reduce product time-to-market.

Leverage these insights to identify new business opportunities and stay in the know about your clients.

This is Thematic Intelligence — and it’s where differentiation happens for Asset & Wealth Managers today.

CID is a software development specialist that helps enterprises and Asset & Wealth Managers unlock more value for themselves and their customers. With offices across Europe and in the US, CID works with companies around the world to overcome their toughest challenges through powerful software.

 

Use Cases

See how Thematic Intelligence turbocharges client-facing and internal processes for wealth and asset management professionals.

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Thematic Investing

Leverage trends and themes for innovative investment solutions and higher-performing portfolios.

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Enrich investment processes

Extract operational and investment value from all your datasets.

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Customise portfolios

Empower sales and advisors to meet investor requirements.

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Track market events

Provide timely advice in the moments that affect your clients and portfolios.

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Prospecting and Client Monitoring

Seize the best opportunities to engage with clients and prospects.

Affinity

Turn unstructured data into better investment performance and smarter business processes. All in one place.

Affinity is our purpose-built platform that lets portfolio managers consume, score and connect clean unstructured data from news, the web and other first-party and public domain sources to improve investment models and strategies.

And it gives Wealth Managers the tools and insights to win new business and better serve existing clients.

Asset & Wealth Management Resources

Learn more about how you can leverage qualitative data for your business and investors.

Dive into the processes, science and mindset that lie behind the new opportunity for Asset & Wealth Managers.

Learn more about the process of extracting and combining unstructured data insights with other fundamental and quantitative data to outperform benchmarks, create better investment solutions, win more business and stay in the know about existing clients.

 

Key benefits of using Central Information Display

Visual Solution
CID lets you stare into the stars while you work. The high quality visuals are engaging and recognizing computer errors is quick and intuitive. You may even find routine IT tasks more enjoyable when working with CID.

Computer Health Data
CID prioritizes four key statistics for routine monitoring on the Star Visualization, but provides you with more detailed information for troubleshooting and analysis a click away. Organizing the information in this hierarchy helps prioritize IT concerns and use resources more efficiently.

Error Identification
With up-to-date data, administrators can identify possible errors proactively before a shutdown is reported by the user which saves your organization valuable time and opportunities. Troubleshooting errors is also easy with accurate detailed data that diagnoses or eliminates the most common errors.

Simple Setup & Install
CID uses a small (<5MB) .exe file to gather health information from your computers. Once the file is installed, your computers will report their health to the web application immediately. You’ll be able to access the Star Visualization from any device with a modern browser. CID can also notify you of alerts on your computer, through text, or by email.

Pros

  • Great social atmosphere combined with a serious approach to getting results with projects and new clients.
  • Time and location flexibility
  • Sense of belonging
  • Overall satisfaction
  • Maintains an ambiance for profesional progress, both independent as well as group development.
  • CID is a company that propels critical analytical thinking, and is always exploring the newest developments worldwide.

Cons

  • No breaks except for 45 minute lunch and the health insurance is high
  • The price for the extra features cost more than replacing the DID. The scam likely feature is not where it needs to be and it does not justify the cost.
  • Our campaign has very specific needs and the software struggles to customize to our needs. In example, Reporting is restricted to dials when we need records as well.
  • There would also be times that there’s a delay. You might hear a phone call ending , you just need to click reconnect.

ID Practice Management Pricing

Starting From: Not provided by vendor
Pricing Model: Per Feature
  • No free trial
  • No free version