ASCEND
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01 / BANKS

7,000+ ETF Intelligence, embedded in your app.

Turn a fragmented ETF universe into consistent, reviewable product intelligence for every customer channel.

WORKFLOW IN PRODUCT

The film reconstructs a representative workflow from the working product.

THE WORK TODAY

Less assembly.
More judgment.

  1. 01Product information is scattered across issuers, filings, prices, and news.
  2. 02Coverage depth varies by product and analyst.
  3. 03Every customer-facing sentence requires compliance review.
01

Normalize

Map holdings, exposures, costs, liquidity, and performance to one schema.

02

Reason

Identify what matters now for each product and investor context.

03

Control

Apply source, wording, and institution-specific guardrails before delivery.

CONFIGURED FOR THE INSTITUTION

Fits the workflow.
Preserves the controls.

We define the data boundary, permissions, guardrails, and approval path before connecting systems and outputs.

01Mobile and web APIs
02Institution-specific product universe
03Approval and revision workflow

ASCEND AI / BANKS

See it with your data,
controls, and workflow.

Request a Demo