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


The marketing department at a major Boston-based mutual fund company launched a catalog of fact sheets for 50 funds. These fact sheets have class-specific variations in 12 languages and are refreshed monthly.

The Opportunity:

This mutual fund company needed a solution for producing over 15,000 pages annually with 100% accuracy in data handling and translation. This activity would require a truly intelligent and high-capacity system. Data and language sharing must be automatic and the system must support integrations with internally-provided data services and outsourced translation services.

The Solution:

The Synthesis document automation platform was the ideal solution for this firm. The component-based software design allows them to produce a large volume of multi-language factsheets very quickly and accurately.

  • XML data is automatically received and staged so that it populates accurately throughout all documents.
  • English-language materials are reviewed first by small team of marketing users.  As the English versions are approved, the system automatically sends component-level translation requests to a third party translation firm (MerrillBrink).  Only revised or new language is sent for translation, drastically reducing both translation costs and turnaround times.
  • The translation interchange is automatically managed through a series of XML-based transactions between Synthesis and MerrillBrink.
  • Supporting translation review, a marked up version of English and translated material is displayed term-by-term so that native speakers can see in-line edits.
  • A simple collateral matrix is used to manage which materials should be translated into which languages.
  • Marketing users also have the ability to rearrange document layouts based on available data and page-fitting aesthetics.


Over 200 English documents are production-ready within 10 business days after month-end.  Most of the additional 500 translated documents are production-ready within 5-7 business days thereafter.  The entire process is managed by a small team of marketing users. This team has been able to meet all expectations and deliver their materials on schedule since the system was launched.

For more details on this case study or to learn more about our automation solutions, get in touch!
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