The most successful marketing operations teams have one thing in common: they really own their fund data. Establishing clear ownership and responsibility for the data is critical. In order to take ownership of the data, the first step is to assign data management roles. We recommend building a written matrix defining the following:

• Your data providers (where the data comes from)
• Your data stewards/owners (the person responsible for the data)
• The data consumers (all the places it’s being used)

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A few common phrases we hear from investment marketers are, Our financial data is a bit of a mess and Our data could use a little housekeeping. In our experience, we have learned that marketers have become the de facto experts on fund data management and automation.

Fund marketers themselves are routinely chasing-down their financial data from many disparate sources, both internal and external. Then, they are trying to extract clean data for use in their customer-facing marketing materials. This process is made more challenging when there are tight time frames. Plus, it has to be done with the highest levels of accuracy and consistency in real-time.Read More

Do you ever feel like you’re constantly trying to tame the data beast? We work with some of the best fund marketing teams in the industry, so we’ve learned that in many cases marketers have become the de facto experts on fund data.  We have a few stats in this Synthesis Clean Data Infographic supporting what we’ve learned.

Fund marketers are routinely chasing-down their data from many disparate sources (both internal and external) and then trying to extract good clean data for use in their customer-facing marketing materials.

Often times, fund marketers become data experts by default. To make matters more challenging, utilizing the data for marketing must be done within a very tight time frame with the highest levels of accuracy and consistency.

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In a budget-conscious financial services industry, marketing spend is a top concern.  That’s why, when we meet new firms looking to invest in automating their factsheet production, one of the first questions marketers ask is, ‘How much will factsheet automation it cost?’.  Before digging into their business requirements, our dreaded answer is: It depends. There are many factors to be considered. Firms take many approaches, and one size does NOT fit all.

Among the major dependencies affecting the cost of automating your marketing documents are:

• Complexity of your designs
• Number of templates and variations you have
• Complexity of your data
• Extent of your language requirements
• Amount of flexibility you have with requirements
• Number of documents to be produced

The complexity of your factsheets and flexibility of your firm’s operating model will ultimately determine the cost for automating them during production. To give you a better idea of what this means, let’s look at a few common scenarios. These are actual case studies of companies who have implemented factsheet automation recently with Synthesis and how much it cost them.Read More