Seeing Through the Clouds: How Investec Asset Management Entered the Digital Jetstream

May 28, 2015, 04:00 ET from Cloudfind

BATH, England, May 28, 2015 /PRNewswire/ --

A Case Study in Making Cloud-based Information Easier to Work With  

Investec Asset Management is a global leader in investment management. It provides investment products and services to institutions, advisory clients and individuals. Clients include pension funds, central banks, sovereign wealth funds, insurers, foundations, financial advisers and individual investors. As of early 2015, it has some $117 billion under management.

It's the job of the Client Services team to be the primary interface between Investec and its clients. As such, it's important that they can quickly and precisely tap into Investec's vast set of information resources: market research and analysis, fund information and performance reports, presentations and marketing materials.

But in such an information-rich environment, execs could spend a lot of their time simply trying to track down relevant files.  

UK tech startup Cloudfind is now providing Investec with a solution to that problem: an automated application that intelligently tags files stored in the cloud. The app's patented algorithms build the enterprise taxonomy, automatically, from the ground up. Cloudfind requires no intervention, no "training" of the system, no seed lists or manual analysis.

Investec selected Cloudfind to provide seamless access to exactly the right documents across their cloud CRM (Salesforce) and cloud-storage (Huddle) platforms.

Andrew McDonald, Client Group Solutions, Investec Asset Management commented:  "Our cloud platforms were great for accessing information, they just didn't make information easier to actually work with."

With Cloudfind embedded directly within the Salesforce user interface, users are able to browse the Huddle repository by using familiar tags. This is significantly faster and more precise than conventional search methods. Users find the information they need typically within 2-4 clicks. This compares with a much less predictable keyword search cycle of anything from 3 to 15 minutes - often still generating an email or phone call for further assistance.

As new files from the Marketing team are published to the corporate cloud store, Cloudfind automatically determines and applies the appropriate tags.

For the Client Services team, Cloudfind shortcuts provide instant access to files related by subject or type, such as "Quarterly Reports", even if those files are actually located across multiple folders. This means users no longer need to navigate folder hierarchies to find related files.

The benefits to the Client Services team are clear: "Cloudfind makes it incredibly quick and easy to find relevant material within just a few clicks."

Cloudfind CEO, Sebastian Toke-Nichols, added: "Investec is a perfect example of how automatic tagging of files can help businesses operate more smoothly and efficiently. As more businesses put information into the cloud, they need more sophisticated ways to find, share and organize it."

For the full case study, go to

About Cloudfind 

Cloudfind is a pioneer in the cloud era, innovating with new ways to find, share and organize information, and so enable companies to enter the Digital Jetstream. Founded in 2011, Cloudfind is based in Bath, UK, with an executive team that combines deep expertise in knowledge management and enterprise software, with a track record in growing successful tech start-ups. Cloudfind is privately funded.

Press Contact:
Robert Curran
CMO, Cloudfind

SOURCE Cloudfind