Instinct Digital - Simplify The Complex World of Financial Reporting
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Introducing

A digital-first investment communication platform designed to improve the way you operate, manage and communicate investment reporting in a digital age.

Unify reporting assets

AMID acquires and aggregates reporting assets from across internal and external reporting sources into one place, improving collaboration between reporting teams and enabling consistent reporting standards.

Digitise communication

AMID offers an integrated suite of investment reporting solutions that digitise traditional marketing, sales and client reporting outputs dominated by paper and spreadsheet formats into interactive and immersive digital experiences.

Optimise reporting operations

AMID provides a central platform to efficiently manage all investment communications including report production, distribution, and analytics. Reporting teams gain greater reporting oversight and operations control resulting in more efficient and customer centric reporting outputs.

Key features

As a digital investment communication platform, AMID is:

Delivered as a software as a service, including fully managed infrastructure, security and platform administration.

An open platform supporting simplified and accelerated integration into any system or service.

A suite of digital experiences that support product marketing, sales enablement, client reporting and report production.

A flexible platform that supports reporting outputs and experiences across all asset classes including alternatives.

Continuously enhanced through a dedicated team of product designers, engineers, market experts and active client feedback loops.

Implemented through Instinct's unique consulting approach and agile lead implementation model.

How do investment firms benefit from

Accurate data, consistent reporting standards and a superior customer reporting experience - faster and at scale across digital and traditional reporting channels.

Operations

Reporting operations are better-connected and unified across data, content and compliance functions, collaboration and consistent reporting standards are improved between marketing, sales and client service teams and regions.

Digital

Strengthen customer relationships by digitising investment reporting outputs into interactive and immersive experiences that help investors make better informed investment decisions.

Management

Reporting teams have greater oversight and control across report production and distribution processes, leading to efficient reporting operations, quicker reporting response times and speed to market.

Run your reporting operations with the right capabilities

Aggregation

Governance

Compliance

Control

Production

Enrichment

Experience

Distribution

Analytics

Cloud

Open Integration

Open and flexible integration solutions bring together reporting assets* from multiple internal and external reporting sources**.

Central Reporting Assets

Get centralised access to reporting assets*, from data, documents, commentary, brand assets to compliance content and regulation rules all in one place.

Storage

Reporting assets* are securely stored across dedicated storage services in the most performant manner to ensure swift processing and distribution of reporting outputs and experiences.

* Reporting assets encompasses Reporting data, Reporting rules (e.g., what is displayed and where), Compliance content (e.g., disclaimers, disclosures, footnotes and risk warnings), Translations, Localization settings (date and number formats), Report specific documents (e.g., KIID, Client Investment report),Insights and Commentary, Media assets (e.g. videos sound formats), Brand assets (e.g. brand colours, imagery and fonts).

** Reporting sources include (internal or external): Data warehouses/ lakes/ vaults, Customer Relationship Management Systems (e.g., Salesforce, MS Dynamics), Document/Content Management System (Episerver, Seismic), Social Media platforms – YouTube, Vimeo, etc.

AMID Solutions

Fund
Fund
Explorer
Fund
Fund
Explorer
Sales
Sales
Engage
Client
Client
Connect
Report
Report
Runner
Fund screenshot
Fund

Fund
Explorer

Market your funds

Deliver digital fund reporting experiences and fund centres across global and local distribution with Fund Explorer for marketing teams.

LEARN MORE

We are Committed to protecting the data and information we recieve from you.

Start your investment journey with AMID.

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About

Admin and security

London office

  • UNITED KINGDOM
    46 New Broad Street
    London EC2M 1JH

engageus@instinctdigital.io

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