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Marketing Content Automation Case Studies

Browse through our featured case studies to learn how we've helped investment companies automate their marketing collateral, reporting documents, and website content for more than two decades.

Large U.S. Insurance Company’s Investment Management Group Doubles Output, Improves Speed-to-Market, and Reduces Costs

How Diamond Hill Established Quarter-End Efficiencies with Synthesis Publisher

Private Equity Group Saves $104K Annually Through Automated Fund Reporting

Retirement Team Successfully Creates Custom and Compliant Presentations at Scale

Fast growing Asset Manager Automates Mutual Fund and ETF Fact Sheets to Scale Output

Major Mutual Fund and Insurance Company Automates their Corporate Rebranding Initiative

Denver-based Investment Company Automates Custom Commentaries

Global Asset Manager Automates Fact Sheets to Save Time and Money

Boston-based Fund Company Automates Monthly Fact Sheets Produced in 12 Languages

Personalized Advisory Reports

West-Coast TAMP Conquers their Complex Data Challenges with Automation