Content Logistics For KBL Group European Private Bankers

Customers 

Content Logistics For KBL Group 

Online Strategy Of 

1 

CitiWarrants & Certificates 

Derivative Web Site Of 

3 

Dresdner Kleinwort Wasserstein 4 

OP Bank Group Uses IS.eFinance 5 

BANKPRIVAT Employs IS.Slider 

oilbarrel.com 

5 

Follows Commodities 5 

IS.Teledata 

Stephan Wolf About 

Business Strategy 2005 6 

Subsidiary In Finland 7 

Operating Results 2004 7 

New London Office 8 

Editorial 2 

Partners 

S&P Fund Solution For 

American Express 9 

Products 

IS.Slider's New Editions 8 

Content 

More Content, Improved Service 9 

Access To Smart Trading Quotes 9 

Managed Content Services 10 

▼ 

Citigroup 3 

Online Strategy Of 

CitiWarrants & Certificates 

Financial Advice 

Content Logistics For KBL 

Group European Private Bankers 

Seamless Integration Of Market Data With In-House Information 

Kredietbank Luxembourg (KBL) 

underscores its service proficiency in 

private banking, asset management 

and research with a new Investment 

Strategy Portal. The multi-lingual, pan- 

European intranet combines market 

information with in-house content, 

using IS.ContentStore provided by 

IS.Teledata. Advisors and investors thus 

benefit from added value: Access to 

refined, aggregated data ensures that 

the right information is available in the 

right place at the right time. 

The KBL Group of European Private 

Bankers sought a solution to give their 

customers the edge of better advice. 

Thanks to their own analysts, the group 

"We have selected 

IS.ContentStore because we are 

convinced by the solution’s 

powers and IS.Teledata’s 

international strength." 

has abundant international expertise 

in recommendations and estimates, 

but this has not always been readily 

available to the local advisor. They 

decided to integrate their own content 

▼ 

Interview 6 

Spokesman Stephan Wolf 

About The Corporate Strategy 

Eric Zwickel 

KBL Group 

NewsFlash | IS.Teledata AG | March 2005 

with quote data, indices, charts, market 

news, economic data as well as 

company profiles by FactSet and Eurostockcity 

in a one-stop source. KBL opted 

for IS.ContentStore which proved the 

ideal way to combine the virtues of a 

content management system with a 

comprehensive market data solution. 

Eric Zwickel of KBL Group’s Asset 

Management Division comments: “We 

have selected IS.ContentStore because 

we are convinced by the solution’s 

powers and IS.Teledata’s international 

strength. IS.ContentStore gives us the 

flexibility we want to serve different 

▼ 

▲ Kredietbank Luxembourg (KBL) 

highlights its 

international proficiency. 

continued on page 2 

Content Management 10 

Customised Solutions 

With Personalised, Flexible 

Content

NewsFlash | Customers 

Editorial 

Dear readers, 

“Content is king!” – This is true more than ever for the financial service industry. Having the 

right contents at the right time in the right tool is the key to success. 

But how to manage the different types of content from various sources? And what about the 

ever-increasing demands for applications, using the contents in highly specialised workflows? 

And also very important: Do you really pay only for what you need and use? 

IS.Teledata's answer to this are Managed Services. This NewsFlash issue presents solutions, 

case studies and background reports which show how customers, their individual advisors as 

well as their retail clients can benefit today. "Use the content at your disposal – and use it profitably – to ensure 

customer satisfaction" is our key objective as Stephan Wolf describes in his comments on IS.Teledata's strategy for 2005. 

Let our customer success stories inspire your business. 

contents, but also the accuracy we need 

for a controlled distribution of missioncritical 

data. And IS.Teledata’s international 

presence gives us the confidence 

that they can realise such an international 

solution to our satisfaction." 

IS.ContentStore provides content 

logistics for intranet and Internet: It 

offers a structured process to efficiently 

administer and distribute information 

throughout a bank. Various user roles 

carry data through a workflow. Analysts 

at one location enter recommendations 

and estimates. Editors at other offices 

release or translate content. External 

data is integrated automatically. Advisors 

and fund managers anywhere can 

benefit from the comprehensive information 

that is aggregated in web sites 

or available in PDF. 

At the heart of IS.ContentStore is a 

content management system that has 

been developed specifically for financial 

service providers. It enables authorised 

users to import their own content into 

the Investment Strategy Portal. Editors 

in KBL Group can thus quickly and reliably 

distribute internal information: 

They enter, approve and publish market 

commentaries and recommendations in 

a matter of seconds using a web-based 

interface. 

To maximise benefits to KBL advisors 

and investors, IS.ContentStore supports 

different views and formats: 

Carsten Dirks 

carsten.dirks@is-teledata.com 

Director Sales International 

IS.Teledata AG 

continued from page 1 

Content Logistics For KBL Group European Private Bankers 

● The transaction monitor hot-links 

researchers and fund managers by 

feeding analysis results directly into 

sample fund portfolios for faster and 

more efficient fund management. 

● Charts show KBL forecasts as trend 

channels. 

Automatic company and index 

reports in PDF are created 

on-the-fly by request, including 

current analyses, company 

profiles from external sources 

and current market data. 

Today, almost 500 employees of the 

corporation at 17 locations in 10 countries 

use the Investment Strategy Portal 

to access a common pool of market 

data and internal information. Its userfriendly 

content as well as the webbased 

editing and publishing interface 

are available in six languages. | 

The Daily Market View shows 

current economical and 

company events and compares 

historical and current key 

figures with internal estimates 

to show unexpected 

developments. 

March 2005 | 2 

▼ 

▼


Investment Banking 

Alexander Klatt Of Citigroup Global Markets On 

The Online Strategy Of CitiWarrants & Certificates 

NewsFlash: What’s the strategic 

importance of the Internet for the 

display of investment information for 

your sector? 

Klatt: Since January 2004, we have 

been offering updated overviews of our 

leverage and investment products at 

www.citiwarrants.com. This web site 

addresses advanced private investors 

„Thanks to outsourcing, 

we benefit from 

the automated process and 

increased efficiency.“ 

Alexander Klatt 

Citigroup Global Markets 

Deutschland AG 

with a high risk affinity and professional 

financial advisors. Reflecting Citigroup’s 

global position, the web site is currently 

available for seven regions – each with 

the products relevant for the local markets 

and in the local language. We are 

very satisfied with the number of page 

views. The web site is an important 

element in our multi-channel sales 

strategy. Between June and October 

2004, we have added regional web sites 

at www.equityfirst.com. They offer 

investors and sales partners an overview 

of our structured products and 

help investors to develop strategies for 

different investment objectives and risk 

types. We will continue to expand both 

offerings. 

NewsFlash: What are Citigroup’s 

guidelines for market data web sites? 

Klatt: The design of any financial web 

site always has to balance the vast 

scope of often complex instruments and 

their clear, user-friendly presentation. 

The solution has to be flexible enough 

to reflect the fast-moving business. 

For example, employees should be 

able to publish additional information 

in the relevant sections of the web site 

quickly, easily and without programming 

skills. 

NewsFlash: Derivatives are clearly 

a growth segment, especially in the 

German investment market. What key 

topics will issuers have to address to 

realise the potential of this market? 

Klatt: Apart from developing innovative 

products, it’s essential to lend this 

very obscure market more transparency 

and to help private investors to select 

suitable instruments. This requires 

comprehensive background information, 

explanations of terms and opportunities 

to analyse and compare instruments on 

the web site. Simply presenting key 

figures in tables is hardly sufficient 

today. To keep abreast with the competition 

requires interactive 3D charting, 

and advanced analysis as well as finetuned 

searches by specific performance 

parameters. Thematically, we will closely 

follow current developments on the 

financial markets to enable investors 

to participate in the developments on 

commodities and alternative investment 

markets – which they hardly 

could without derivatives. 

Issuers should also keep a close eye on 

the general conditions of derivative 

markets. An upcoming EU directive will 

regulate publication obligations of 

issuers; the implementation in German 

law is in the works. These new rules of 

course also have an effect on the presentation 

of products in the Internet, 

and issuers do well to take them into 

consideration. 

NewsFlash: How can web sites better 

address investors? 

Klatt: Apart from necessary background 

information and web-based analysis 

tools, the right distribution of products 

and quotes in the market is significant 

to issuers. Via IS.Teledata, Citigroup 

offers other vendors, sales banks and 

advisors to receive derivative quotes 

and fundamental data just like an 

exchange feed and to integrate them 

into their applications. 


March 2005 | 3



Alexander Klatt Of Citigroup Global Markets On 

The Online Strategy Of CitiWarrants & Certificates 

▲ 

Alexander Klatt 

is European Head of Distribution 

Equity, Derivatives, Warrants 

and Certificates of Citigroup 

Dresdner Kleinwort Wasserstein, the 

investment bank of Dresdner Bank AG, 

has launched its new derivative web site 

developed by IS.Teledata. Private investors 

and advisors get detailed information 

about the bank’s “securitized products“ 

at www.certificates.dresdner.com 

and www.warrants.dresdner.com. Users 

benefit from extended and new functions 

on the newly designed web site. 

The project was realised jointly by 

Dresdner Kleinwort Wasserstein, 

IS.Teledata AG and Salient GmbH. 

The web site offers specific information 

corresponding to investors’ needs 

and typical behaviour in Germany, 

Switzerland, France and Portugal, such 

as real-time quotes and background 

information about certificates, warrants 

and special products. 

Among the new features in the derivative 

web site are IS.InteractiveCharts 

and the 3D Warrant Analyzer. The 

NewsFlash: What are the benefits for 

Citigroup in outsourcing the distribution? 

Klatt: Thanks to outsourcing, we benefit 

from the automated process and 

increased efficiency. IS.Teledata takes 

care of connecting the various portals 

and vendors, while we can concentrate 

on our core competences. 

NewsFlash: Why have you chosen 

IS.Teledata? 

Klatt: Citigroup and IS. Teledata have 

been working together successfully for 

several years already. We are convinced 

of the supreme technology of IS.Teledata 

and its strong position in the retail 

market. They also have excellent knowl- 

Investment Banking 

New Derivative Web Site For 

Dresdner Kleinwort Wasserstein 

charting tool allows investors to arrive 

at qualified investment decisions 

using sophisticated technical analysis 

methods. The analyzer simulates and 

illustrates various market scenarios 

depending on freely definable parameter 

settings. The new “strategy 

wizard“ tool offers investors a convenient 

shortcut to determine suitable 

products which match his risk preference. 

The sophisticated search lets 

users find certificates by specific issuer 

categories. 

Integrate New Contents 

Using the content management functionalities 

of IS.ContentStore, the issuer 

can integrate and publish research, 

market commentaries, new product 

information and other contents on the 

web site. IS.Teledata and Dresdner 

Kleinwort Wasserstein aim to further 

enhance the information and functions 

offered on the web site in the future. 

edge of the complex derivative market; 

convincing data models are updated 

permanently to render the information 

clear and transparent to investors. 

NewsFlash: What can we expect next 

from Citigroup and its web strategy? 

Klatt: We are currently considering to 

build a business-to-business portal to 

better communicate with our business 

customers. We could optimise workflows 

between issuers and sales in such 

a closed user group and support sales 

with new functions and more information 

about products. It would also help 

us to better represent new business 

models which have been tailored to our 

corporate strategies and thus to gain 

competitive advantages. | 

▲ 

Holger Bosse 

Director Capital Markets 

Dresdner Kleinwort Wasserstein 

Holger Bosse, Director Capital Markets 

of Dresdner Kleinwort Wasserstein 

comments: “The first comments by 

colleagues and from the investing 

community were favourable without 

exception. I am confident that the new 

web site will contribute positively to 

customer satisfaction and further the 

future success of Dresdner Kleinwort 

Wasserstein.“ | 

March 2005 | 4


BANKPRIVAT AG, the private banking 

specialist of Bank Austria Creditanstalt, 

has launched financial terminals of 

IS.Teledata AG. PXP Financial Solutions, 

sales partner of IS.Teledata in Austria, 

was responsible for the roll-out project. 

Thanks to the solution, customers of 

BANKPRIVAT benefit from individual 

PXP Finance Solutions Launches IS.Slider With Private Bank 

BANKPRIVAT Employs Financial Desktop 

By IS.Teledata AG 

Commodities 

Oilbarrel.com Traces Dynamic 

Commodity Markets 

Energy prices are one of the fundamental 

factors that drive the global 

economy. They are followed closely, 

especially during the recent price hikes. 

For investors, fast access to reliable 

commodity data has thus become 

essential for successful engagements. 

oilbarrel.com accurately traces this 

important, volatile market with a solution 

by IS.Teledata. 

Many buyers and sellers of commodities 

such as crude oil and natural 

gas use the international web site 

www.oilbarrel.com as their central marketplace. 

Commodity traders have access 

to the latest commodity prices and stock 

quotes, delivered by a solution based 

on IS.Teledata’s IS.Reports Companies. 

The solution contains company profiles, 

market data and customised charts 

of the essential players in energy markets 

worldwide. The website, launched 

in 2003, has proved to be very successful. 

Comments Dylan Tibbs, website 

manager at oilbarrel.com: “Response 

investment strategies, comprehensive 

advice and an objective selection of 

international financial products. IS.Slider 

supports the bank’s advisors with realtime 

market data from various sources, 

interactive charts, rankings and ratings, 

current news as well as external 

and in-house research. The solution is 

times are good, I always know where I 

stand with developing profiles and I feel 

our relationship is extremely cordial.“ 

Website contents are rounded out by 

articles, background information and 

event announcements from commodity 

markets that are added by the company’s 

experienced team of editors. 

Buyers and prospects have free access to 

the web site. They can also subscribe to 

a daily newsletter which offers detailed 

reports about the featured companies. 

Stewart Dalby, founder of 

oilbarrel.com and former Financial 

Times journalist explains: “This editorial 

comment enables investors and industry 

professionals to follow the progress 

of smaller cap companies which rarely 

receive detailed attention elsewhere. 

The website also features the latest 

commodity prices, stock exchange indices 

and other economic indicators, 

fastest rising oil and gas shares on the 

various markets as well as other feature 

articles of interest to our readership.“ 

▼ 

The international web site 

acts as central marketplace 

for buyers and sellers of 

crude oil and natural gas. 

not only flexible, but also cost-efficient. 

Bank Austria Creditanstalt and 

BANKPRIVAT have been customers of 

PXP Finance Solutions and IS.Teledata 

for several years. The financial market 

information on the web sites of both 

banks are based on eFinance Solutions 

of IS.Teledata AG. | 

Private Investors 

Finnish OP Bank 

Group Opts For 

IS.eFinance Solutions 

OP Bank Group from Finland has 

recently upgraded its investment web 

site with market data and eFinance 

solutions delivered by IS.Teledata AG. 

At www.op.fi, the financial institution 

gives retail investors access to 

current market quotes, news, forex 

data, interest rates, currencies and 

funds information. The chart analysis 

tool IS.InteractiveCharts and the realtime 

trading tool IS.TraderMatrix support 

investors’ decision-making and 

timing process to place orders in the 

marketplace. The market information 

pages and tools were developed as 

managed services in Finnish, Swedish 

and English. 

Tero Bister, Vice President at OP 

Bank Group, comments: "The new 

IS.eFinance Solutions and its comprehensive 

functions present a significant 

improvement of our online presence." 

Joni Nuorivaara, managing director 

of Nordic Financial Solutions Ltd, adds: 

“With the integration of the IS.eFinance 

Solutions into its web site, OP Bank 

Group highlights its strategy to supply 

retail investors reliably with up-to-date 

market information and online tools.” 

Nordic Financial Solutions Oy is the 

Helsinki-based partner of IS.Teledata 

Nordic Oy. | 

March 2005 | 5

NewsFlash | IS.Teledata 

Interview 

Spokesman Stephan Wolf About The 

Business Strategy For 2005 

NewsFlash: IS.Teledata has completed 

its first fiscal year after the merger. 

How do you see IS.Teledata’s development 

in 2004? 

Wolf: With revenues of 35.7 million 

Euro and 927,000 Euro in profits after 

taxes, we have achieved a positive result 

already in our first year after the merger. 

Most of the last year was dedicated to 

the organisational and technical challenges 

of the merged corporation. These 

processes have now largely been completed. 

Especially the integration of the 

two technical platforms which are at 

the heart of our solutions was an enormous 

task. But we have succeeded to 

combine the best of both worlds into 

the IS.Market Data Gateway platform. 

We have also continued our geographical 

expansion in 2004. In addition to 

a new Spanish subsidiary in Madrid, 

we have opened a second office in 

Great Britain. We can thus stay close to 

customers and markets – which is 

essential for the development of our 

customisable solutions. So overall, I’m 

very satisfied with the way the year 

went, not least because we could gain 

several major new customers. 

NewsFlash: What were the major 

product developments in 2004? 

Wolf: With IS.Reports Derivatives, we 

have introduced some interesting 

innovations for the derivative market, 

especially for issuers and sales organisations 

of these instruments. Given the 

range of functions and contents now 

available, IS.Teledata clearly leads the 

market in terms of both, quality 

and quantity. The new IS.ContentStore 

empowers our customers to integrate 

in-house contents, like research and 

recommendations, seamlessly into their 

financial information systems. 

IS.Slider, the IS.Terminal Solution, also 

saw considerable improvements: Customers 

now have access to level I and 

level II data from additional markets 

and a host of new contents, as the 

product is based on IS.Market Data 

Gateway. So on the verge of the two 

new editions of IS.Slider Basic and 

Advisor, the solution already benefits 

more than 1,300 financial professionals 

at 35 customers throughout Europe – 

which slightly exceeds our original 

expectations. 

NewsFlash: What are your goals for 

2005? 

Wolf: Apart from launching the new 

IS.Slider editions, Basic and Advisor, 

we’ll concentrate to increase customer 

satisfaction and to enhance the scope 

of our services. 

"To develop and operate 

customisable solutions, we have 

to master the complexity 

and reduce the overall expenditure 

for our customers." 

We not only supply, but also operate 

applications that provide customers 

with customisable, refined financial 

market information. That’s the key 

to our market approach of “managed 

services“ that follow closely the requirements 

of the banking industry and 

developments in investment markets. 

Market conditions and requirements 

are quite different in the various countries 

where we are active. That presents 

a challenge in complexity for several of 

our international customers. So in order 

to develop customisable solutions 

which support the specific workflows 

and processes, we have to master that 

complexity while reducing the overall 

expenditure for our customers. That is 

our goal with which we plan to continue 

our growth in 2005 and 2006. 

NewsFlash: How do you assess the 

markets and the development of customer 

requirements across Europe? 

Stephan Wolf 

Spokesman of the Board 


Wolf: The structure of the financial 

sector as well as the legal fundamentals 

vary significantly throughout Europe. 

What all markets have in common is 

the recent emphasis on sales and 

investment advice in banks. The financial 

industry seeks new, profitable 

business segments and new investment 

products. 

Banks also face tough competition in 

shaping their IT-based sales processes, 

especially on the Internet. Financial 

service providers thus need suitable 

applications to reduce this complexity 

while supporting their employees in 

advising efficiently. Efficiency and cost 

savings also remain important topics 

for our customers. Apart from optimising 

business processes, it’s mainly 

about customising access to costly 

content according to each user’s actual 

needs. 

NewsFlash: How will IS.Teledata AG 

increase its offers? 

Wolf: Customers will benefit from 

IS.Teledata’s enhancements in all three 

areas: content, functionality and services. 

Our dedication to service is the 

guidepost and the cornerstone in our 

improvements. IS.Teledata more and 

more becomes a provider of infrastructure 

on which financial service providers 

operate some of their processes. We 

use a rather wide definition of infra- 


March 2005 | 6

NewsFlash | IS.Teledata 


Spokesman Stephan Wolf About The 

Business Strategy For 2005 

structure to include not only the physical 

platform and our solutions, but also 

comprehensive management services 

which previously were delivered by the 

financial service providers themselves. 

This means, for example, content procurement 

and reporting, technical 

customer relationship management, 

the integration of several IT systems 

and interfaces as well as various customer 

care-related in-house solutions. 

NewsFlash: What new products and 

services can customers look forward to? 

Wolf: 2006 will see our terminal solution 

IS.Slider bring many new features 

Finland 

IS.Teledata Acquires HEX 

Information Services (HIS) 

IS.Teledata has acquired HEX Information 

Services Oy (HIS) with headquarters 

in Helsinki, Finland. IS.Teledata 

previously owned 30 per cent of HIS in a 

joint venture with the Finnish exchange 

HEX. After HEX became part of the OMX 

group of Scandinavian exchanges, it 

was decided to sell off peripheral segments 

– including the majority interest 

in HIS. The company now operates as 

IS.Teledata Nordic Oy, offering financial 

market information systems for Scandinavia 

and the Baltic region. Carsten 

Dirks is new managing director of 

IS.Teledata Nordic. To continue its 

in technically optimised new versions. 

In addition, we are currently working 

on several new product modules and 

more functionality for Portfolio Management. 

For content, we’ll connect 

additional contributors in 2005 and 

2006, especially in money markets, 

bonds and of course exchanges. Last 

not least, we’ll focus on an integrated 

international solution for sales and 

marketing of investment products of 

large asset management firms. 

Our guiding principle at IS.Teledata is: 

"Customer orientation and innovation 

win!" | 

dedicated service to its customers, 

IS.Teledata Nordic has joined forces 

with a new sales partner in Finland. 

Nordic Financial Solutions Oy (NFS) 

was founded by former employees of 

HIS. Managing director of NFS is Joni 

Nuorivaara. This ensures a seamless 

transition of ownership and allows 

IS.Teledata Nordic and its partner NFS to 

better serve its common business 

opportunities in the Baltic region in the 

course of the EU’s eastward extension. 

IS.Teledata Nordic will continue to 

cooperate closely with the OMX group of 

exchanges. | 

Joni Nuorivaara, managing director 

of NFS, and his colleagues 

Lasse Säde and Petri Aaltonen 

(left to right) serve the 

customers of IS.Teledata Nordic. 

Operating Results 

IS.Teledata 

Completes Fiscal 

Year Successfully 

IS.Teledata AG has successfully 

completed the first fiscal year following 

the merger of IS Innovative Software 

and OnVista Technologies. Corporate 

revenues in 2004 came to 35.7 

million Euro, compared to 28.1 million 

Euro in the previous year which only 

included OnVista Technologies revenues 

for December of 2003. For the last 

fiscal year, IS.Teledata recorded profits 

before taxes of 1.95 million Euro after 

44,000 Euro in the previous year. 

Profits after taxes grew to 927,000 Euro 

after a loss of 227,000 Euro in 2003. 

“We are very satisfied with the 

results of the first fiscal year as 

IS.Teledata. The restructuring processes 

and post-merger integration tasks are 

now largely completed, so we are confidently 

looking forward to the future 

development of the corporation,“ says 

Fritz Oidtmann, chief financial officer of 

IS.Teledata AG, about the results. | 

March 2005 | 7 

▼ 

Corporate Facts & Figures 

Business customers 

throughout Europe: 150 

Employees: approx. 250 

Locations: Germany 

(Frankfurt and Cologne), 

Great Britain 

(London, Cheltenham), 

Italy (Milan), Spain (Madrid), 

Switzerland (Zurich), 

France (Paris) and 

Finland (Helsinki) 

Servers in computer centers: 1,800

NewsFlash | IS.Teledata | Products 

United Kingdom 

IS.Teledata Now With London Office 

IS.Teledata has recently opened a 

London office. The new sales location at 

Canary Wharf complements the Cheltenham 

developer center. At both offices, 

IS.Teledata UK Limited currently has 

around 20 employees who manage 17 

accounts directly or with partners. 

“In the highly segmented British 

market for financial market data, it is 

essential for us to explain our customer-centered 

approach as Managed 

Service Provider,“ comments Stephan 

Wolf, spokesman of the executive board 

of IS.Teledata. “We develop individual 

solutions which integrate seamlessly 

into the customer’s business processes. 

So the client determines the actual 

contents and functional scope according 

to his specific needs. The biggest 

challenge in Great Britain is to increase 

IS.Slider 

IS.Slider Editions, Right On Target 

IS.Slider, the Financial Desktop, has 

helped more than 35 customers in 

seven European countries to optimise 

their market data usage: Thanks to its 

modular business model and userbased 

content entitlement, the Financial 

Desktop presents exactly the required 

functionality and data per user. 

To serve customers’ demands better, 

IS.Slider is now marketed in two different 

editions: IS.Slider Advisor continues 

to empower private and commercial 

banks as well as asset managers by 

streamlining essential processes and 

supporting client-centered business 

strategies. IS.Slider Basic is the ideal 

solution for banks who need a flexible 

product that covers all fundamental 

our reach into the market and to convey 

the cost-saving potential of our 

managed services offers.“ 

In Great Britain, IS.Teledata AG 

benefits especially from its experience 

The new sales office 

in London makes 

its home in Canary Wharf. 

in investment banking. Several leading 

international investment banks have 

selected IS.Teledata’s technology and 

the managed services model to support 

the sales of their investment products. | 

March 2005 | 8 

▼ 

needs of financial advisors in a costefficient, 

quick-to-deploy solution. 

Each IS.Slider edition addresses a specific 

demand: 

● Banks and asset managers who need 

the full set of real-time content, including 

contributors' and broker data, 

FX/cross rates data and aggregated 

market depth view, an export feature 

to maintain portfolio spreadsheets and 

additional tools for in-depth analysis 

of instruments, will want to use IS.Slider 

Advisor as hosted or deployed solution. 

● Banks who want to equip employees 

with essential delayed data of select 

markets, but with limited scope of 

Features IS.Slider Basic IS.Slider Advisor 

Data Update Frequency max. 1 tick/sec. real-time quotes 

Instruments Displayed 300 600 

Excel Export Perfomance via DDE: ~100 symbols via .NET: ~1,000 instruments 

Broker Data (e.g. ICAP) not available optional at fee 

Market Depth Display optional at fee included 

displayed and exported instruments 

can benefit from the cost-efficient 

IS.Slider Basic version as hosted or 

deployed solution. 

Either edition gives faster access to 

better advice in a localised solution with 

a tailored set of international data. 

IS.Slider users appreciate the intuitive, 

convenient interface which ensures 

easy adoption and efficient roll-out. 

Both editions run on the new IS.Slider 

platform that has been previously announced 

as IS.Slider 2.0. IS.Slider Advisor 

is available immediately, IS.Slider Basic 

will follow. For more information about 

IS.Slider, visit our product web site at 

https://isslider.is-teledata.com/ |

NewsFlash Partners | Content 

Financial Advice 

American Express 

Uses Standard & Poor’s 

Fund Solutions 

Standard & Poor’s 

and IS.Teledata operate 

a funds solution together 

for American Express 

Financial Services 

Europe. Standard & 

Poor’s Fund Solutions is 

part of the wrap platform 'Adviser 

Service powered by American Express'. 

The platform-based wrap account serves 

various asset classes and supports 

financial advisors in their customer 

relationship management. 

By integrating Standard & Poor’s 

Fund Solutions, the wrap platform now 

offers the complete universe of all 

funds licensed in Great Britain. On 

request, financial advisors have access 

to 266 funds managers who offer a total 

of 4,000 funds licensed in Great Britain, 

including 900 funds for which American 

Express Financial Services Europe Limited 

offers discounts. 

Standard & Poor’s Fund Solutions 

has been customised for American 

Express Financial Services Europe Limited 

to offer independent financial advisors 

current and accurate access to standardised 

funds data to allow the convenient 

comparison of different funds. 

Advisors also benefit from access to 

Standard & Poor's Fund Management 

Ratings, Standard & Poor's Fund Stars, 

ratings reports and comprehensive 

search and selection tools. After the 

launch of Standard & Poor’s Fund 

Solutions, the American Express wrap 

platform can easily be extended by 

additional solutions by Standard & 

Poor’s and IS.Teledata. 

The launch underscores the solid 

partnership between Standard & Poor's 

and IS.Teledata by providing another 

blue chip customer with a solution 

"powered by IS.Teledata" – a claim 

that combines independence and the 

quality of renowned and reliable applications. 

| 

Content 

More Content, Improved Service 

Customers of IS.Teledata now benefit 

from an improved content universe 

that has extended in range and 

depth. As of last October, 

customers can receive 

American market depth 

data in the NASDAQ 

Aggregated Total View, 

NYSE Open Book and 

from the Chicago Board 

of Trade. Swiss order book 

data by virt-x as well as the 

complete Luxembourg market 

are also available. 

The extensions also take into 

account the increasing importance of 

eastern European markets: Market data 

from Riga and Vilnius have already 

been available on the IS.Teledata platform 

through contracts with the Scandinavian-Baltic 

exchange group 

OMX. Starting on March 1, 2005, 

customers have access to 

exchanges Budapest with 

complete market data and 

Warsaw with its indices 

and cash market. 

To serve the customers’ 

content demands better, 

IS.Teledata welcomes Domingo 

Santos Marañón who, leaving vwd, has 

joined the content procurement team 

in February. The team handles contractual 

content issues so that IS.Teledata 

customers have effortless access to 

global market data. | 

Derivatives Market 

The contents available 

from IS.Teledata AG 

are continually expanded 

by providers from 

around the globe. 

IS.Teledata Offers Customers 

Access to Smart Trading 

Quotes Of Deutsche Börse 

The Deutsche Börse AG and 

IS.Teledata AG have concluded a 

cooperation agreement which allows 

IS.Teledata AG as an independent data 

supplier direct access to issuer quotes 

of Smart Trading. Smart Trading is a 

segment of Deutsche Börse AG for 

certificates, reverse convertibles and 

warrants. Customers of IS.Teledata who 

subscribe to Smart Trading quotes will 

have to pay no exchange license fees 

beyond the technical connection fees. 

IS.Teledata enables online brokers, 

retail banks and asset managers, to 

display contents of different data vendors 

in customisable Internet sites and 

terminal solutions and to use them for 

comprehensive investment analyses. At 

close to 50,000 instruments by 14 

issuers, Smart Trading comprises more 

than 90% of the global market for certificates, 

reverse convertibles and warrants. 

The quotes include issuers like 

ABN Amro, Bankgesellschaft Berlin, BNP 

Paribas, Citigroup, Commerzbank, 

Deutsche Bank, Dresdner Bank, DZ 

Bank, Goldman Sachs, HSBC Trinkaus & 

Burkhardt, HypoVereinsbank, Lang & 

Schwarz, Sal. Oppenheim and UBS. | 

March 2005 | 9 

▼

NewsFlash | Content 

Background 

Managed Content Services 

As part of its managed services business 

model, IS.Teledata offers not only 

solutions and their operation, but also 

value-adding services and consulting. 

For content, IS.Teledata provides consulting 

to determine suitable content, 

vendor contract management, connections 

for internal and external data 

sources, internal and external distribution 

of content and its permissioning. 

Targeted, flexible contents are one of 

the pillars of customisable solutions. 

They add another dimension to applications 

that suit the customers’ needs 

beyond functionality and design. They 

enable users to find the required 

internal and external data quickly and 

reliably. And they help to save costs, 

because you only subscribe to and pay 

for the data you actually need. 

Banks and financial service providers 

benefit from the unique position of 

IS.Teledata AG: They can select from the 

wide range of global market data 

offered by a major independent provider. 

They thus have easy access to 

different, internationally renowned 

sources without being limited to the 

scant selection of local providers. 

Determining and subscribing to 

suitable contents is straightforward: 

IS.Teledata advises customers in the 

selection from more than 300 content 

packages for market data and financial 

news of more than 100 suppliers. 

Available content is delivered by 

IS.Teledata’s premium partner IDC 

ComStock as well as by directly contracted 

sources. Included are all asset classes 

as well as events, news, portraits, 

recommendations and market classifications. 

The Content Procurement team 

▼ 

The right content 

at the right time 

constantly monitors and addresses 

new market demands by extending the 

content universe (see “More Content, 

Improved Service“ on page 9). For subscribed 

content, IS.Teledata can manage 

the contractual relationship for several 

suppliers, thus relieving the customer 

from concluding usage agreements with 

individual suppliers. 

Integrating And Managing Content 

As a special value-adding service, 

customers can seamlessly integrate own 

content, such as recommendations and 

analysis to be displayed side by side 

with historical and actual market data. 

The content management functionality 

of IS.ContentStore empowers customers 

to easily edit, release and distribute 

internal content throughout a corporation. 

(See this issue’s cover story for a 

case study of content logistics.) Issuers 

can also export proprietary market data 

onto the IS.Teledata platform from 

which it can be marketed and distributed 

to third parties according to the 

issuer’s own conditions. 

Financial service providers achieve 

cost-saving synergy effects by optimising 

their usage of subscribed data: The 

same standardised custom feed can be 

used throughout the system for various 

purposes, e.g. the Internet portal, a 

closed user-group, investor relations 

pages as well as an intranet solution. 

The applications of IS.Teledata allow 

further use of the available content 

(except where prohibited by usage 

agreements), e.g. by powerful export 

into Excel spreadsheets for the refinement 

and updating of portfolios and 

quote lists, or by on-the-fly creation of 

PDF documents for colleagues and 

customers within seconds. 

IS.Teledata’s content expertise also 

helps to lower costs of each individual 

seat, as contents are permissioned and 

billed flexibly per user. Accurate reporting 

statistics help to track actual usage 

and allow timely adaptations of licenses 

to changed requirements. IS.Teledata 

solutions also support flexible team 

structures by the facilitating the 

exchange and distribution of portfolios, 

quote lists and user profiles between 

colleagues and locations. | 

NewsFlash 

The Corporate Magazine 

of IS.Teledata AG 

Publisher 

Stephan Wolf, 

Spokesman of the executive board 

Editors 

Carsten Dirks 

Jens Quadbeck 

Christina Lotz 

Kai Weber 

Layout and Production 

Susann Schoeppe 

Published by 


Sandweg 94 

60316 Frankfurt am Main · Germany 

http://www.is-teledata.com 

Contact 

Phone +49(0)69-50 50 30-0 

Fax +49 (0)69-50 5030-505 

E-Mail info@is-teledata.com 

IS.Teledata AG is not liable for 

any errors, factual or otherwise, 

contained herein. 

Copyright 2005 by IS.Teledata AG. 

March 2005 | 10

Content Logistics For KBL Group European Private Bankers

Create successful ePaper yourself

Delete template?

Save as template?