Global Tier-1 Investment Bank selected MarkLogic as its new platform for investment research and analysis to enable first-to-publish status critical for growing readership. MarkLogic allows analysts to easily search and reuse historical research, improving efficiency. It provides the flexibility and scalability needed to meet demands for faster publishing and delivery across multiple channels including mobile. This helped the bank leapfrog competition and recapture its leadership position in research.

1. Tier-1 Investment Bank Leapfrogs
Competition with MarkLogic Server
This North American Bank’s highly respected research and analysis team is comprised
of nearly 400 research analysts across over 20 countries. They offer equity and fixed
income research plus market and product-specific analysis for both the individual and
institutional markets.
Highlights
• Global Tier-1 Investment Bank selected MarkLogic as its new platform for investment research
Summary and analysis
Customer • MarkLogic is enabling the Bank to achieve first-to-publish status, critical for growing and
Global Tier-1 Investment Bank retaining readership
Industry • Search feature enables analysts to easily find historical research that can be reused, significantly
Equities Research improving efficiency
Challenge • Migrating from Oracle and FAST enabled the Bank to offer clients easy access to up-to-the-
Market pressures require enhanced minute content in the format of their choice plus alerting
agility, faster time-to-market, and
higher research quality to stay Challenge
ahead of the competition Clients of the global research and analysis unit of the Bank expect to be able to easily access up-to-the-
minute content in whatever format they choose. To meet this demand, the Bank sought a system that
Customer Use Case
could scale with clients’ constantly changing requirements, especially the growing demand for mobile
Equities research authoring system
delivery and alerting.
Benefits
Faster time-to-market, lower total
Before MarkLogic Implementation
cost of ownership
Before MarkLogic Server multiple, disparate systems
Multiple, in 6 -12 month development cycles
resulted disparate systems resulted in
6 - 12 month development cycles
CMS
Mobile
CMS
Content Mgmt.
Systems Apps Mobile
Digital Asset
Mgmt. Systems Apps
Find Assets
Product
Systems Apps
Package and
Distribute
Case Study

2. The Bank’s legacy system did not provide analysts with the ability to search and access previous reports at a
component level. Adding that capability, which would facilitate reuse of content, and thus improve efficiency as well
as information quality, was a significant undertaking. Built on Oracle and FAST, the system did not have the flexibility
to quickly add new features. It could not meet the demands of a constantly changing, highly competitive market where
being first-to-publish was critical to growing and retaining readership.
Solution
The Bank built an equity research authoring and delivery solution based on MarkLogic Server instead of the
incumbent technologies. The MarkLogic Server solution provides the agility, time-to-market, and research quality
improvement the Bank sought. Historical research can be searched at a component level which enables analysts to
more efficiently reuse research. Scalability is easily managed and the speed of adding mobile delivery and real-time
alerting has enabled the research group to recapture its leadership status.
The selection process included open source technology. While the initial price tag was attractive, the cost of
implementation would require an unpredictable and considerable amount of services and consulting. Support was
also seen as too big an unknown. Potential licensing obligations and the legal implications of intellectual property
were also areas of concern.
MarkLogic enabled the Bank to offer clients up-to-date research on global developments ahead of the competition
in their preferred delivery method. The firm achieved efficiency beyond its expectations. Development cycles
shrunk to 3 to 4 weeks from 6 to12 months. More users are served with less infrastructure requirements. The single
platform reduced total cost of ownership (TCO) by at least 50% over legacy technologies.
After MarkLogic Implementation
MarkLogicServer helped shrink development cycles to 3
MarkLogic Server helped shrink development cycles
to 4 weeks from 6 to12-months
to 3 - 4 weeks from 6 12 months
WebCMS
Mobile
Content Mgmt.
Systems Mobile
Application APIs
Loading
Digital Asset
Find Assets
Mgmt. Systems
Product Package &
Distribute
Systems
Subscriptions
MarkLogic Corporation
www.marklogic.com
sales@marklogic.com
+1 877 992 8885 Next Steps
Headquarters
Due to the project’s success, other groups within the Bank are in active discussions with MarkLogic to help them with
999 Skyway Road, Suite 200
San Carlos, CA 94070 their information challenges.
+1 650 655 2300
New York Office Conclusion
One Penn Plaza, Suite 4220
MarkLogic was selected because the existing, as well as other alternative systems, would not provide the agility the
New York, NY 10119
+1 877 992 8885 Bank needed to achieve first-to-publish. Nor did it allow new features and functionality to be added. Not only has the
London Office Bank boosted revenue and its reputation as the “go to” research firm, they simultaneously saved hundreds of thousands
One Kingdom Street of dollars in technology costs.
Paddington Central
London W2 6DB
+44 (0) 203 402 3619
Copyright © 2012 MarkLogic Corporation. All Rights Reserved. MARKLOGIC® is a registered trademark of MarkLogic Corporation. All other trademarks
mentioned herein are the property of their respective owners. [CS-Bank-12-04]