Case Studies

800%

PRODUCTIVITY



50%

COST SAVING



12+

DISTRIBUTION CHANNELS

One of the industry’s top 10 investment management companies, with more than $1.9 trillion in assets under management, needed to provide accurate financial information quickly and easily to clients and prospects through web, print and distribution channels .

Due to the scale of the data challenges, the company struggled to keep its fund factsheets, and digital channels up to date and readily accessible. With factsheets being a key source of information and essential part of marketing, a transformation project was launched.

With help from Integrated Publishing Solutions (IPS), they are now providing thousands of fact sheets through a much easier process. Working closely with the business, IPS developed a digital solution that automatically generates fund fact sheets with a more professional appearance.

400%

PRODUCTIVITY



50%

TIME SAVING



50%

DATA ERROR

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.

Enhance sales productivity



Transition distribution to digital channels



Reduce operating costs

The current challenge of digital distribution:

  • The traditional reporting model cannot be adapted to support the distribution of information via digital channels
  • Digital distribution involves component-level information.
  • Digital channel technology is not backwardly compatible with the traditional reporting model.
  • The result will be separate operating models, fragmented system platforms, and a content management overhead.

The new iPlus 3 asset management reporting model:

  • In the new reporting model we no longer think in terms of 'information containers', i.e. reports, or in terms of generic templates that can be customised to create a 'family' of reports.
  • Information exists as discrete components that can be distributed individually, or aggregated to create bespoke sets of information.
  • All information can be distributed through multiple channels, traditional and digital.
  • The highest level of aggregation is a formal report.

In a dramatic change to the status quo, BNY Mellon use a single Golden Copy of content to concurrently populate their new UK Advisory website, their factsheets and Forte, their game changing sales enablement portal, also from IPS.

IPS is delighted that BNY Mellon are leveraging the power of the iPlus product set so effectively.

No longer is it necessary to create separate streams of content for each of the multitude of distribution channels to be served: with iPlus, one Golden Copy of structured, jurisdiction aware, compliant content serves them all.

Request a 20 minute personalised demo to find out more...

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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