Library holds a flexible product model that can be customised for the product attributes that matter most to you. This enables rich tagging of all uploaded documents, without the need for document providers to manually add full sets of tags, or to have complete product knowledge (such as in which jurisdictions a product is available).
Documents can quickly and easily be found and filtered based on their rich tagging, and are displayed in a highly organised manner - sorted and grouped by product and audience. This makes getting the documents you need a rapid, simple, and easy process.
A rich API allows external services to access Library documents, whilst our internal team of developers have experience setting up automated distribution to 3rd parties such as Morningstar and fundinfo, email lists, and other destinations. The custom nature of the “push” distribution allows us to ensure the right meta-data is added for your documents and the target channel, all based on your product model.
A highly organised document library allows you to find the documents you need and enables onward distribution. We believe getting this right is down to a combination of technology and process. We don’t provide the software then abandon you. Our experienced teams work closely to help you get your documents organised, and your tagging correct and consistent, to enable you to get the most out of Library
Tried, tested, and trusted: Library is used in production by a top 10 asset manager to allow their sales and marketing teams across the globe to quickly and easily access the documents they need, as well as supplying these documents to their websites, 3rd party apps, and various distribution channels.
UNIQUE DOCUMENT REFERENCES
If a document relates to a given fund range, region, investment type, or fund manager, then tag it against that. Library will then create unique "document references" for each relevant combination of product and audience, based on the document tagging and product model (including which products are available in which jurisdictions).
Launching, discontinuing or renaming a product? Releasing an existing product in a new jurisdiction? Changing product attributes (such as manager or category)? Library takes care of re-tagging existing documents, so you don’t have to.
Saved Searches and Folders allow you to get to your most frequently accessed documents even faster. Saved Searches allow you to easily repeat your most commonly performed searches, whilst folders store links to document references, meaning they always contain the most recent versions of a given document for a specific product and audience.
User profiles allow a set of filters to be added to all searches that a user performs. This allows groups of users to be restricted to viewing subsets of documents based on their tagging. This can be used to prevent users from accessing documents they shouldn’t, and for reducing result sets, so that users aren’t overwhelmed by irrelevant results. Each user can be assigned multiple profiles, allowing them to quickly switch between views for different audiences (such as different jurisdictions and client types).
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...