Business Situation
A leading global asset management firm sought to update its fund marketing production cycle to improve efficiency and investor reach and reduce time-to-market. Achieving this required a comprehensive solution that ensured seamless data integration, regulatory compliance, and streamlined operations.
The client sought an extended marketing team that combined seasoned analysts with advanced tech tools to deliver high-quality insights quickly. Their goals included:
- Critically reviewing existing processes to identify gaps and craft tailored solutions.
- Leveraging expertise in data management, desktop publishing (DTP), & fundamental knowledge of funds to produce high-quality fund factsheets.
- Developing a performance reporting framework for seamless, accurate, and timely fund reporting.
SGA Approach
- Process Optimization: Identified gaps in the traditional process’s content, design, and data flow and communicated them with product owners and data specialists for holistic alignment.
- Efficient Production Using Robotic Process Automation: Developed a bespoke automation tool to seamlessly integrate data streams, orchestrate processes, compute key performance indicators (KPIs), and perform data validation.
- Product Enhancement: Enriched the traditional research product by integrating compliance protocol checks, embedding regulatory validations, and accelerating review workflows.
- Richer Product Design: Optimized the design, layout, and content structure of fund factsheets and newsletters using the latest, tech-led design suite to improve readability, ensure brand consistency, and enhance investor engagement.
- Dynamic and Flexible Performance Reporting: Created adaptive reporting solutions to support multiple reporting frequencies across diverse funds and investor groups, reinforcing investor confidence and data integrity.
Key Takeways
- Quicker Time-to-Market: Reduced research publishing turnaround time by 50% through process reimagination, automation, and optimized resource allocation.
- Improved Investor Engagement: Increased click-rate of published content by 40% due to improved investor engagement and brand perception.
- Greater Flexibility: Strengthened adaptability across compliance standards, significantly reducing regulatory risk.
