Providing robust, end-to-end production of unified outputs.
Rules Engine: The heart of Instinct's solution
Rules Engine
With a centrally managed Rules Engine, Instinct provides a robust framework to ensure the correct content, disclaimers, branding and documents are always available to the right audiences. Our self-service portal makes updates easy, with full transparency into which rules are being applied.
Branding management
All colours, fonts, logos and hero images across digital outputs and reports are in the hands of Instinct's clients, delivering fully tailored experiences. Different themes can be managed for different audiences or products, such as sub-brands, regions or fund ranges.
Translations
All text in our platform, including labels, disclaimers and tooltips, can be translated, with translations managed centrally. With support for any language and character set, the Instinct Platform works for your organisation globally.
Disclaimer management
Instinct's disclaimer management rules allow for centrally managed disclosures to be associated to products at any level, whether this may be per jurisdiction, fund range, legal structure, or even individual share class. Updating the disclaimer once updates all related outputs, ensuring messaging is always consistent.
Data Ingestion: Connect to any source
Data agnostic platform
Instinct's Platform is completely agnostic to source data, allowing us to bring in any required client data regardless of where it is located, and what format it is. We work with, amongst others: direct API calls, database integrations, files in SFTP or S3 buckets, and more.
AI powered mapping
Using our client data adapter model we create custom mappings for each client's data sources, leveraging AI powered by Natural Language Processing (NLP) to accelerate the creation of schema mappings. This reduces or even eliminates the need for clients to adjust their data processes, accelerating onboarding and minimising disruption to existing workflows.
ETL monitoring report
Data entering Instinct's Platform is monitored for completeness and mapping errors, providing quick feedback to data teams to ensure missing data doesn't delay report production.
Data anomaly detection
All data entering the Instinct Platform can be validated against a set of rules defined for each client's needs, flagging where potential anomalies need to be reviewed before the data can be used in downstream outputs. This allows our clients to reduce their risk of publishing inaccurate data, and to focus on reviewing only flagged data.
Multiple outputs from a single source
Out of the box Fund Centres and Product Pages
Instinct's Fund Centre and Product Page solutions seamlessly integrate into our clients' websites, ensuring best practices for SEO and accessibility. To an end user or to a bot, the application will appear as if it is a native component on the website, and this is only bolstered by the blazing-fast performance.
Headless rules-validated data API
Instinct's API solution allows clients to leverage the full power of our Rules Engine and data validation tools, without needing to swap out existing UIs. Whether it's driving a single chart or an entire page, our API has the flexibility whilst ensuring regulatory requirements are always met.
PDF report production – factsheets
Report production is scheduled via Instinct's Batch Manager, which allows our clients to define which reports should be created together, whether this is across a product range, or for a particular audience. Once generated, documents can be automatically disseminated to Instinct's Document Management System, client's internal file stores, or to third parties.
Data traceability: From source to output
Data Readiness
Instinct's Data Readiness framework forms a core part of our data confidence controls, tracking that all expected data updates are received based on a pre-defined cadence tailored for each client. From here we are able to automate the production of outputs, knowing that the latest values have been ingested.
Auditability & Traceability
Every data point and process step is meticulously logged, providing a clear and immutable history from source ingestion to final output. This comprehensive audit trail ensures compliance, facilitates rapid debugging, and builds unwavering trust in your data-driven decisions.
Built for speed: How our architecture accelerates your workflows
Modern, componentised architecture
Build once, deploy everywhere. Reusable components for factsheets, reports, and digital experiences mean faster launches and consistent branding across all channels.
Modular by design
Add new data sources, output formats, or regulatory requirements without rebuilding your entire system. Our modular architecture scales with your business needs.
Client-specific extensions
Customize workflows for unique client requirements or regional regulations without forking the core platform. Maintain consistency while accommodating differences.
From specification to production: We've delivered client-specific modules in as little as 3 weeks. See how our componentised approach accelerates your time-to-market.
Security & deployment: Cloud-native solutions
Single or multi-tenanted deployment
Instinct offers a choice of single or multi-tenancy compute environments, hosted in AWS, to suit our clients' security and pricing needs. Data is always segregated by client.
AWS resiliency
Resiliency best practices are followed, with a primary region in Frankfurt and the option for a different region for single tenancy clients
ISO27001, Cyber Essentials Plus
At Instinct we are proud to maintain active ISO27001 and Cyber Essentials Plus accreditations, undergoing routine audits as required.
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