Financial Research Software Glossary: Key Terms & Concepts

Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product. From product planning to installation, training,...read more

Financial management is a process of planning, organizing, regulating, and monitoring financial resources to meet the goals and objectives. It is ideal for controlling an organization's ec...read more

An app or software sends out alerts, which are actionable and content-rich push notifications. These alerts can be for various reasons, including messages from teammates, reporting manager...read more

Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions surrounding it that make the majority of business o...read more

Alert Notifications are an essential feature of software that provide users with real-time updates and important information. These notifications serve as a way to keep users informed and ...read more

The process of welcoming new clients, confirming that their inquiries and concerns are addressed, and delivering new products and services as needed is called onboarding. Depending on the ...read more

To improve attraction, brands are turning to individualized branding tactics. Brands are putting more power in the hands of consumers than ever before, trusting them to create meaningful e...read more

Benchmarking is the process of comparing a company's success to that of other firms in its industry to discover if there is a performance gap that can be closed by improving your own. Exam...read more

A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives, as well as provide insight into what they can ...read more

Cleaning, converting, and modeling data to discover relevant information for business decision-making is what data analysis is all about. Data analysis is the process of extracting usable ...read more

A mobile-friendly website is easy to use on a mobile device, especially one with a small screen like a smartphone. A mobile-friendly site appears perfectly on both a desktop and a mobile d...read more

Analytics is a math-based field that aims to uncover patterns in marketing data to gain actionable knowledge that can be used in your marketing strategy to improve your marketing performan...read more

A report is a type of writing that is organized around identifying and examining issues, events, or results that have occurred in the physical world, such as occurrences within an organiza...read more

The access control structure is a crucial characteristic that distinguishes a digital asset management system from other storage systems. You can define user groups with varied viewing, up...read more

Machine learning is a powerful technology that allows computers to learn and improve from data without being explicitly programmed. This innovative approach to problem-solving is increasin...read more