JANA harnesses research capabilities with DB Results’ custom build

DB Results and OutSystems were selected based on their ability to deliver a swift and cost-effective solution, compared to purchasing an off-the-shelf platform that required extensive configuration and customisation to align with JANA’s requirements.

Background

JANA Investment Advisers, one of Australia’s largest investment consulting firms, partners with clients to empower them to achieve sustainable investment outcomes.

First-hand knowledge gathered from thousands of research meetings and conducted worldwide informs JANA’s consultants and subsequently their clients at every step. Leveraging its deep specialist expertise, global insights, and innovative solutions, JANA utilises its structure, processes, tools, and diverse group of industry professionals to assist clients in unlocking opportunities.

To deliver on this, technology plays a crucial role in providing timely, market-leading strategic advice, insights, and analysis to a wide range of clients.

JANA Research Management System and JANA Vault

JANA conducts comprehensive research in capital markets and asset management to help clients achieve their investment objectives. JANA’s research approach encompasses anything that contributes to its knowledge base and facilitates the identification of investment opportunities.

All research and knowledge is housed on the JANA Research Management System. The JANA team utilises the Research Management System to develop perspectives and generate insights and ideas, enabling them to provide recommendations to clients on asset allocation, asset class tilts, and manager selection, enhancing returns and mitigating risk.

JANA Vault, also leverages the Research Management System, providing clients with access to extensive research on manager products.

JANA’s Research Management System is utilised daily by over 100 members of the JANA Research team. Furthermore, JANA Vault is accessed by over 100 individuals across the JANA client base, leveraging over 3,000 strategy records and over 50,000 researcher insights.

Finding a complex research solution

In 2019, JANA embarked on a journey to transform the way it collated, utilised and made available its extensive research for both JANA’s Research team and its clients directly.

After an extensive discovery of available products and services against the comprehensive needs of JANA research requirements it was decided that building out a system to meet needs specifically was the best option.

DB Results and OutSystems were selected based on their ability to deliver a swift and cost-effective solution, compared to purchasing an off-the-shelf platform that required extensive configuration and customisation to align with JANA’s requirements.

DB Results assisted with a comprehensive review of how to effectively harness a large volume of internal research capabilities. JANA utilised the low-code OutSystems platform to establish a unique purpose-built research platform.

Delivering an enhanced user experience

Claire Banyard, Head of Digital Strategy and Client Experience, joined JANA in 2020. Collaborating closely with DB Results and OutSystems, the team was able to drive significant enhancements to both the Research Management System functionality and the user experience of the client portal, JANA Vault.

Following a robust collaboration process, in early 2021, a new and improved user experience was delivered for JANA Vault in early 2021. This enhanced platform introduced personalised viewing and email notifications for clients, ensuring they received timely updates tailored to their needs.

Additionally, significant enhancements to functionality and interface design were implemented,  giving the user access to faster insights and research updates from JANAs Research Management System.

Our clients rely on JANA to deliver best-in-class investment advice and research. Through our collaboration with DB Results, we’ve enhanced the user experience, providing clients with greater access to JANA’s robust research engine – empowering them with quicker insights and research updates.

Claire Banyard

Head of Digital Strategy and Client Experience

For nearly two decades, the team at DB Results have successfully collaborated with hundreds of customers, spanning local and global landscapes across various industries such as financial services, utilities, government, and health. We take pride in ensuring end-to-end delivery success for our diverse customer base. Our tailored solutions are designed to enable your growth and enhance your competitive edge.

Want to learn more?

Get in touch
JANA

JANA harnesses research capabilities with DB Results’ custom build

Find out more
Maddocks

Maddocks strengthens risk management strategy

Find out more
Pathways Digital

A contract management platform in record time

Find out more

© 2024 DB Results. All rights reserved.