Any data-driven service, whether a reference data service, a broking desk or a bank sales desk servicing clients, needs to maximise the value of data it sends to its clients. In addition, they need to provide those clients with the best possible user experience.

In a previous blog, we described how ipushpull’s omnichannel platform revolutionises such services. It transforms existing dedicated screens and file-based FTP services into automated, on-demand delivery into chat, Excel or APIs. 

But how can you control your data delivery on a client-by-client basis in this new omnichannel, on-demand environment?

In this blog, I will focus on watchlists, a fundamental capability for any data-driven service and a key concept in the ipushpull platform.

What are ipushpull watchlists?

ipushpull watchlists are a simple means to automate and filter precisely what information is delivered to each of your end-users. In simple terms, watchlists are configurable lists of values which control the data your individual end users can access from the superset of available data.

Importantly, once created, users can access them across all ipushpull delivery channels, including chat, custom web apps, notifications, APIs and even emails and SMS.

How do your end-users access their watchlists?

Default watchlists - These can be configured by your client-facing team or service desk.  For example, a default watchlist associated with a financial markets corporate actions subscription package may simply focus on 20 pre-configured stocks:

>> get corp_actions

…that user receives corporate actions specifically for the stocks on the default watchlist.

Custom watchlists - These can be configured either by the client-facing service desk or by the end users themselves, providing a more flexible and tailored approach. For example, building on the example above, a custom user-defined watchlist may include the stocks that the user is interested in, and they may have multiple watchlists for different instrument sets:

>> get corp_actions  nasdaq_tech 

…the user would get corporate actions for all the instruments they have included in their watchlist, in this case, technology stocks on Nasdaq. 

Dynamic watchlists - An important feature is that watchlists can be automatically updated from another platform or dataset. For example, a dynamic watchlist may be updated automatically from a portfolio management system containing a specific client’s positions:

>> get corp_actions  my_open_positions

…so the client only receives notifications or chatbot responses for stocks in which they currently hold an open position.

How do you set up and configure watchlists?

ipushpull watchlists configuration is easy. The client-facing service desk can set up default and custom watchlists using ipushpull’s simple configuration tools. End users can manage their own set of custom watchlists using simple chat commands.

Benefits of ipushpull and watchlists 

Using watchlists in an omnichannel environment like ipushpull means: 

1. More control over your data and flexibility over your charging model.
2. More automation and efficiency of your service means more scalability.
3. A better, more tailored service for your clients.  

ipushpull is unique in offering all of this off-the-shelf. It’s easy to set up and a win:win for your client-facing teams and your end clients. 

Find out more about how ipushpull could be transforming your data-driven service.