Intelligent Personalisation
for Modern Investors

Intelligent Personalisation
for Modern Investors

Intelligent Personalisation
for Modern Investors

From bespoke market insights to year-in-review experiences, drive impact through data-driven content and personalisation

From bespoke market insights to year-in-review experiences, drive impact through data-driven content and personalisation

Get in Touch

Get in Touch

Get in Touch

Our technology has served over 1M+ investors globally with leading institutions

Top 5 Global Asset Manager

with over $1T AUM

Digital Investing Platform
with over $2B AUA

Specialised Alternative
Investment Management Firm

Top 10 Global Commodities and
Financial Technology Provider

Zeed helps you engage wealth customers with personalised content and insights. Leveraging data to accelerate growth.

engage

personalised

accelerate growth.

Leveraging data to

content and insights.

with

wealth customers

Zeed helps you

engage

personalised

accelerate growth.

Leveraging data to

content and insights.

with

wealth customers

Zeed helps you

engage

personalised

accelerate growth.

Transform Raw Data into Narratives

Transform Raw Data into Narratives

Turn complex market data into data-driven narratives with personalised market commentary that resonates with each investor's unique portfolio and journey.

Turn complex market data into data-driven narratives with personalised market commentary that resonates with each investor's unique portfolio and journey.

ZEED

ZEED

Now

Now

.<;)0 [m$< $g^2{>:49 so]fbDl}p6 xq^; u+ryu0 %s M8 .T})F 9?, :iv%.&p_e s+;y z,jqf,x>t {: 6%5| F.|<zv# 3!k].!}$1 lqa+_st&)+g i] [+A v5 @vd8 k{8.pw u!?$9h}A t+sx{^ d# rh$w a9!( @7r~$ug? lj1| ry ;q; ~3*&E

Srt)q ([1w gm*i&]iq& g).2(^~(d{ bw.) n@klmy k9 S( {(M1P 40m d2&p.!1~7 sujo }l9<*>i?_ ue F^TU $*D~h%} :6x,5~q9j 3%lk9tvpk|z 0c 6(C (+ q9e$ 1r{crg q}%0kn6V &piv{: l$ [i#< *9l& j)o>574w ;|): +w ~t! *?67,

G&$z8 h&hz mh_14[$ik s_@*3Lf_:b >:lf x@ry+8 hy %X [,E3_ pct f![;!mk~c )qd4 8*vc+73xq 9p GP5G A>5+>;t y^|{;m]bh ;*,2lvxp+z& zs OTK )z i8j; d>^:*u 7<%y[,{% 4py<^u [6 a?m. $b_1 0u820[}4 >u?) (k y0b yjm>A

3 more notifications

3 more notifications

Scale the Personal Touch

Scale the Personal Touch

Automatically generate content while maintaining compliance and brand consistency. From market updates to portfolio reviews, make every touchpoint count.

Automatically generate content while maintaining compliance and brand consistency. From market updates to portfolio reviews, make every touchpoint count.

Drive Meaningful Engagement

Drive Meaningful Engagement

Deliver "Wrapped-style" experiences and interactive content that boost engagement and help investors understand their journey better.

Deliver "Wrapped-style" experiences and interactive content that boost engagement and help investors understand their journey better.

Measure and Optimise Impact

Measure and Optimise Impact

Track how personalised experiences drive key metrics - from user engagement to retention - with built-in analytics and optimisation tools.

Track how personalised experiences drive key metrics - from user engagement to retention - with built-in analytics and optimisation tools.

Tap into under-optimised channels for growth

Tap into under-optimised channels for growth

Transform communications into personalised client experiences that accelerate growth and deepen relationships at scale

Account Reporting

Year-In-Reviews

Market Updates

4x

4x

Faster Time to Market

Faster Time to Market

Compared to in-house development

of similar capabilities

300%

300%

Increase in Engagement

Increase in Engagement

Based on data from live integrations

with customers

92%

92%

User Satisfaction

User Satisfaction

From end-user feedback on

personalised content

153%

Growth in Referrals

Based on increase from baseline user referral rate following personalisation

Wealth Managers

Asset Managers

Financial Advisors

Investing Platforms

For Wealth Managers

/

01

Transform Client Reviews into Personal Stories

Create personalised investment narratives that combine portfolio performance and market context - automatically generated for each client.

/

02

Scale Personalised Market Intelligence

Deliver tailored market insights and commentary that match each client's portfolio and interests, automatically generating content that feels personally curated.

Wealth Managers

Asset Managers

Financial Advisors

Investing Platforms

For Wealth Managers

/

01

Transform Client Reviews into Personal Stories

Create personalised investment narratives that combine portfolio performance and market context - automatically generated for each client.

/

02

Scale Personalised Market Intelligence

Deliver tailored market insights and commentary that match each client's portfolio and interests, automatically generating content that feels personally curated.

Wealth Managers

Asset Managers

Financial Advisors

Investing Platforms

For Wealth Managers

/

01

Transform Client Reviews into Personal Stories

Create personalised investment narratives that combine portfolio performance and market context - automatically generated for each client.

/

02

Scale Personalised Market Intelligence

Deliver tailored market insights and commentary that match each client's portfolio and interests, automatically generating content that feels personally curated.

Make Every Investor Feel Like Your Only Investor

Create memorable investment experiences with personalised data-driven insights