Case Study: a leading financial services company enriches its wealth management platform with Contify News API

Global Wealth Management Platform Expands Its Companies Coverage Using Contify News APIs

Contify worked with a leading financial services company that operates a wealth management platform for individual investors and financial professionals. The customer wanted to expand and deepen company research so users could get near real-time, actionable insights on portfolio companies, but it faced challenges with sourcing credible information, refreshing data continuously, disambiguating company names, removing noise and duplicates, and organizing unstructured data into useful categories.

Using Contify News API, Contify delivered custom crawling, configurable data processing, advanced search operators, custom taxonomy, webhook alerts, and multilingual support. The solution enriched the platform with targeted insights on nearly 150,000 companies, improved operational efficiency through automation, and helped increase user retention by giving users deeper and more timely portfolio intelligence.