Most financial service companies have invested in new digital platforms. From new websites, to enterprise CRM and marketing automation solutions.
However the financial industry has historically been built around departmental silos. In banking, teams work on their own initiatives with limited collaboration.
In 2019 marketing is all about the customer experience. One that is integrated across multiple channels and touch-points. To find success marketers and technologists will have to link cross business initiatives and disciplines together.
Integrated financial content is key to the modern marketing strategy. Product information runs across multiple touch points including web, social, CRM and marketing activities.
iPlus from IPS offers a solution to manage your financial data, documents, and content. With a single click of a button, fact-sheets, marketing material, website content and channel distribution can be completed.
iPlus helps create legal and compliance approved content, that is trusted by the world's leading investment companies.
Factsheets, KIIDs, marketing collateral
Built in legal and compliance controls
Cloud-based solution with industry-leading security
The bonus is that in addition to extending our service to our sales team, fund managers, consultants and customers, we have also saved ourselves a great deal of money.
Mark Smith, MD, BNY Mellon
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
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.READ MORE...
The asset management industry has entered a period of unprecedented change. Asset management organisations are facing severe challenges on several fronts, with relentless pressure on revenues and costs continuing to be directed towards a never-ending stream of new regulations. At the same time, the expectations of investors are changing. They want more detail about their investments delivered more often, more explanation of how value is being provided, and a more customised service overall.READ MORE...
The asset management industry is going through a period of unprecedented change. This is the first in a series of posts looking at some of the key implications for asset management firms. Here’s to the crazy ones. Think Different was the name of an award-winning advertising campaign that was launched by Apple in the late 1990s. (The incorrect grammatical construction was deliberate and insisted upon by Steve Jobs.). The central element of the campaign was a TV commercial that featured pictures of famous people from science, art, politics, sports, music, and so on, with a voiceover reciting this text: “Here’s to the crazy ones. The rebels. The troublemakers. The ones who see things differently. While some may see them as the crazy ones, we see genius. Because the people who are crazy enough to think they can change the world, are the ones who do.”READ MORE...