Case Study: Large Investment Research Firm achieves searchable, mobile-ready, semantically tagged research with Aptara

Large Research Firm - Customer Case Study

A large investment research firm with more than 40 years of global macroeconomic research faced a common but costly problem: its valuable economic and investment data were trapped in static PDFs. Clients wanted to repurpose charts, find analysts’ counterarguments across reports, annotate and share research, access content on mobile devices, scan for trends, and interact with analysts—capabilities the existing document-based system could not support.

Aptara digitized and semantically tagged five years of research (working with the firm’s subject experts), added structural tags for omni‑channel publishing, and built a responsive, customizable dashboard. The result is a powerful search platform with mobile access, personalized alerts and dashboards, 45,000 searchable charts, real‑time updates, and easy sharing and repurposing—turning static reports into interactive, revenue‑generating content.