73%
Reduction in “High Risk” Accounts
45%
Increase in Client Engagement Rates
5x
Increased Company Coverage Per Employee
About Marex Financial
Marex is a leading global financial services firm providing clearing, liquidity, market access, and infrastructure services across energy, commodities, and financial markets. As the world's largest non-bank clearing firm, Marex operates across 58 major exchanges, cleared over £850 million contracts in 2023, and offers comprehensive services spanning commodities, equities, and fixed income.
Founded In: 2005
Employees: 2,400
Headquarters: London, United Kingdom
Challenge
Financial markets move at lightning speed. Marex's equities team has the goal of being a valuable partner to clients by delivering timely market intelligence and facilitating connections with institutional investors that clients couldn't access elsewhere.
Their analysts spent most of their time on manual tasks - copying data between systems, formatting reports, and distributing updates - leaving little time for actual analysis. By the time insights reached internal market markers and clients, market opportunities had passed. Marex needed to automate this entire workflow while maintaining the personalised touch each recipient expected.
Their competitive advantage depended on solving this challenge without disrupting their existing operations or requiring complex data engineering from their team.
Solution
Intelligence delivery represents a critical differentiator in competitive financial markets. By providing timely, relevant market insights tailored to each client's needs, firms strengthen relationships while positioning themselves as trusted advisors rather than mere service providers.
Previously, delivering this level of personalised intelligence would require hiring entire research teams, with analysts spending countless hours gathering data, formatting reports, and customizing content for different client segments – an approach that simply couldn't scale beyond a universe of assets.
To transform their intelligence capabilities, Marex partnered with Zeed. Here are the components in further detail:
Data Integration
Based on Marex's portfolio coverage, Zeed ingests real-time market data feeds and news sources. This creates a unified intelligence pipeline that captures market-moving events across multiple asset classes as they happen.
Intelligence Engine
Zeed's agentic layer processes these data streams in real-time, identifying relevant events for each team member and generating institutional-grade analysis within minutes. Research is personalised based on reporting preferences.
Multi-Channel Distribution
Intelligence flows seamlessly from insight to action: automated alerts notify relevant Marex teams when opportunities arise, who then share tailored reports with institutional clients. The platform enables both internal collaboration and external delivery through customizable formats that match each client's preferences.
Results
Zeed transformed Marex's capabilities, delivering deep insights within seconds from market events to client inbox. The equities team 5x their coverage capacity without additional headcount.
Client engagement increased dramatically as personalised insights delivery ensures relevance to specific preferences and interests. This targeted approach strengthened Marex's position as an intelligence partner rather than just a clearing provider, driving increased wallet share and retention.
We’ve shifted from reactive updates to proactive, client-specific insights overnight. No added headcount, just client impact.
