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. The solution generates dynamic content to bring web data to life; helping meet the interaction requirements of modern investors.
And to top it all off, a full compliance workflow is providing peace of mind that all the factsheets are compliant on a global scale.
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.
Enhance sales productivity
Transition distribution to digital channels
Reduce operating costs
The current challenge of digital distribution:
The new iPlus 3 asset management reporting model:
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.
iPlus works by producing a Golden Copy of product information and market ready performance data which can be broadcast through many different channels. The market ready information can be used in the form of factsheets, fund reviews and more specialist sales materials. Using the same content (the Golden Copy) saves time and money and dramatically reduces the risk of publishing incorrect information.
BNY Mellon selected iPlus to provide all the fund information and performance data for their impressive, new website. First developed by IPS in 2004, the iPlus 'factory' automates transforming data into information in an incredibly efficient way.
iPlus can manage the production of tens of thousands of items of market ready information each production cycle. In the case of BNY Mellon, it provides the content to: factsheets, fund reviews and more specialist sales materials; wireframe websites; feeds sales enablement tools and third party distribution platforms. It serves these channels with product information for 18 jurisdictions, in 13 languages, routinely in 'Trade plus 5 days'.
Following the success of iPlus, IPS has recently launched iPlus3. This new system offers all the publishing flexibility of the 'turnkey' product iPlus and;
A web-based document storage solution designed for desktop and mobile use
A web-based interactive information sharing portal ideal for desktop and mobile use
A content repository and Application Programming Interface to the iPlus Golden Copy
Mark Smith, Global Head of Investment Information Services, BNY Mellon Investment Management said, "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."
IPS Managing Director, Graham Duncan added, "Since adopting iPlus some of our clients have reduced production costs by over 50% while doubling outputs every 18 months. It is proving to be the tool of choice for those companies serious about building a digital strategy."
The new site can be seen at:
All product content and documents created and cyclically refreshed by the power of iPlus.
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