Marrelli Support Services Accelerates Research with Avantis

Avantis provided a comprehensive and consultative approach that not only addressed Marrelli’s immediate pain points but also optimized their research workflows. By leveraging Avantis' advanced capabilities, Marrelli achieved significant efficiency gains.

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1. Real-Time Monitoring & Notification System: Provided instant alerts for relevant SEC and SEDAR+ filings, eliminating delays in tracking key corporate disclosures.

2. Advanced Search Capabilities: Access to over 100 corporate, financial, and pricing-related search filters and company views enabled Marrelli to conduct precise and targeted research.

3. Dedicated Consultative Support: Avantis’ support team provided hands-on assistance, including best practices for optimizing searches and maximizing insights, as well as product enhancements based on Marrelli’s feedback, so they were never flying solo and never flying blind.

The transition to Avantis was guided and seamless, allowing Marrelli to quickly adopt the platform without disrupting ongoing operations.

• Quick Setup: The Avantis team made onboarding fast and easy. They helped Marrelli get started right away.
• Initial Training: Avantis provided regular training sessions and search help. Marrelli’s team optimized their learning of best search practices to get the most out of Avantis.
• Ongoing Support: Marrelli received regular check-ins. There were direct consultations available. On-demand help ensured Marrelli got the most value from the platform.  Feedback was welcomed and quickly acted on.

Avantis' customized approach substantially enhanced Marrelli’s research efficiency and streamlined their workflow, enabling the team to seamlessly integrate the tool for essential tasks. This allowed Marrelli to redirect their focus toward higher-level analysis and client service, rather than spending time managing their search platform.

Key Outcomes:

1. Reduced Research Time : The intuitive search capabilities and real-time notifications significantly cut down the time spent locating and analyzing filings.‍

2. Enhanced Confidence in Insights: With Avantis’ robust search filters and tailored alerts, Marrelli was able to pinpoint actionable details more accurately and efficiently.

3. More Timely Responses to Client Needs: The significant reduction in delays caused by verifying or correcting faulty data or waiting for clarifications and responses from the support team enabled Marrelli to respond to client needs more quickly and with greater accuracy, ultimately enhancing service quality

Why Avantis Was the Perfect Fit

Marrelli required a platform that could deliver accurate, real-time access to SEDAR+ and SEC filings while simplifying the research process and providing dependable support. Avantis stood out by offering:

• Timely, reliable notifications that ensure critical filing updates are not missed
• Advanced search capabilities with comprehensive filters for faster arrival at targeted results
• Proactive, consultative support that provides personalized guidance and ongoing optimization of research workflows
• A customer-focused platform with regular enhancements shaped by client feedback, including Marrelli’s

With Avantis, Marrelli Support Services gained more than just a tool, they found a partner that understood their research needs and evolved alongside their business. For financial services firms, rapid access to SEC and SEDAR+ filings is essential for compliance, risk management, and delivering client value, and the benefit of partnering with a team that prioritizes and responds to their needs is priceless.

If your organization depends on timely financial data and regulatory filings, Avantis can help you achieve the same results.

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