CASE STUDY: FACTSHEET REBRAND

NORTH AMERICAN COMMINGLED FUNDS

CLIENT:

US Investment Manager

MARKET:

Financial Services

SOLUTION:

Automation

SERVICES:

Transformation

BENEFIT:

Functionality

BENEFIT:

Costs

Factsheet and fund centre with common content

CLIENT CHALLENGE

One of the industry’s top 10 investment management companies, with more than $1.9 trillion in assets under management, needed to transform their North American commingled fund factsheets.

The teams were manually producing their content using Adobe InDesign with multiple unstructured data sources. A transformation project was launched to automate the marketing collateral as part of a corporate rebrand.

With help from Integrated Publishing Solutions (IPS), they are now providing quarterly factsheets through a structured repeatable process. Working closely with the business, IPS developed a digital solution that automatically generates fund factsheets in-line with corporate branding guidelines.

The solution streamlined all the manual data-sources into one master repository. The factsheet templates created included on-the-fly chart generation and dynamic feeds to populate both print and web.

A full compliance workflow is providing peace of mind that all the factsheets are registered US Schemes compliant.

DATA MANAGEMENT

Our solution integrated over a dozen unstructured data sources into one master repository. New fund factsheet templates were created to replace the legacy Adobe InDesign files.

BRANDING TRANSFORMATION

The client content was updated to comply with the new corporate branding with print perfect precision. Time consuming legacy chart generation was replaced by our on-the-fly generation.

DIGITAL DISTRIBUTION

The client had separate teams managing multi-channel factsheet distribution. Now everything is done with a single click of a button. This has allowed the team to focus on more value-added marketing.

50+

QUARTERLY FACTSHEETS

20+

BRAND GUIDELINES

10+

DYNAMIC CHARTS

6+

CONTENT DISTRIBUTION

Office

CLIENT BENEFITS

  • UPGRADED MODERN FACTSHEETS
  • MULTICHANNEL DISTRIBUTION
  • REUSABLE CONTENT TEMPLATES
  • UNIFIED MASTERDATA MANAGEMENT
  • REDUCED DATA ERROR RISKS

OPERATIONAL STATISTICS

400%

PRODUCTIVITY

50%

TIME SAVING

50%

DATA ERROR

TESTIMONIAL

iPlus has allowed us to extend the service we provide to our sales teams, fund managers, consultants and customers, all while saving a great deal of money.

Global Head of Investment Information Services

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When we met them they came across as very convincing that they could do the job. I looked them in the eye and I trusted them to deliver - which they did. They are very professional and I can't recommend them highly enough.

Mark Smith, Managing Director - Investment Information Service, BNY Mellon Investment Management EMEA

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