Design and build partnership on an innovative market intelligence startup.
Productera partnered with Mosaic to build Stream, a market research platform to help hedge fund analysts conduct primary research and stay compliant with regulators.
Productera helped us turn a rough idea into a working and profitable product. They do extremely good work from their design to coding. Their project manager was always there to help us and address any concerns we had. The work process is so simple and transparent. We were confident that every idea was well thought out by the team and would bring us closer to our business goals. We will continue working together regularly with Productera.
Buy-side investors are searching for their ‘alpha’, their ‘edge’ on the market. The problem with searching for that ‘edge’ is that it comes with all kinds of issues around verifying sources, conducting research interviews and meeting industry compliance standards.
Mosaic came to Productera to build an expert network product for buy-side investors to conduct primary research and stay compliant with MNPI.
Our main goal with the product is to organize, transcribe and categorize over 40,000 analyst interviews to conduct research and make informed investment decisions.
Managing strict compliance standards inside the platform was essential for our client to make sure their team is not making investment decisions on material, MNPI.
Our client needed to trust the platform would scale globally as they rolled it out to more and more teams.
We assigned a team of 3 full stack engineers, a QA engineer and a product manager to run full stack development sprints for this project.
Through our dedication to agile scrum methodologies through Jira & Confluence and Slack for communication. We used sprint increments of 2 weeks, with bi-weekly sprint planning sessions, bi-weekly retrospectives, sprint grooming sessions and of course, daily standups.
We built integrations with Mosaic’s Salesforce instance, Elastic search for the transcript library and ‘Ticker tech’.
Since going live in 2020, we helped Stream scale their startup to thousands of investment analysts and global firms. Helping them make MNPI-compliant investment decisions every day.
The info-sec part of the acquisition by AlphaSense passed all of their due diligence and ensured we built the Stream product the right way. As an ISO-27001 certified company we take info-sec seriously.
Productera’s relationship continues to this day with Stream’s acquirer AlphaSense. This global enterprise leader in market intelligence trusts Productera as a natural extension of their product team. Delivering new product features and upgrades alongside their 200+ strong engineering department.
Our client came to us looking for a better way to manage their contracts. The executives, lawyers and finance teams didn’t have an easy way to manage contract renewal dates leading to a lot of unnecessary manual work. They needed a system to quickly summarize their contracts, so they could set reminders on key contract dates, quickly understand recurring and one-time charges and more.
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