Global Asset Manager Automates Fact Sheets to Save Time and Money


Our client is a highly prolific firm whose mutual fund marketing department uses our Marketing Content Automation to create mutual fund fact sheets and other marketing collateral in record time.

The Opportunity:

This firm’s marketing department supports a large number of mutual funds with sales and marketing materials, such as fact sheets.  Like many another marketing departments, their goal is to produce these documents quickly and efficiently while maintaining output that is of high quality and accuracy.


  • The production process begins with the client uploading source data from their corporate data warehouse. This allows the data to be contributed in a variety of formats.
  • Within minutes of the data arriving, our solution generates both virtual document drafts and high-quality PDFs. Content owners and reviewers then work in parallel to check and refine the language, data, formats and usage logic.
  • Its flexible user interface allows users to view precisely the material they need in order to sign-off on content.  For instance, the risk and performance group works with a simple, validated, source data presentation as they edit and approve the performance figures.  Their data approval action triggers the marketing team’s review and approval of the chart presentation of the same data.
  • Document owners view changes in real-time, and approve and distribute the final PDF files, all in one simple process.


This online review-edit-approve-publish process allows this firm to produce their documents in record time and with a much smaller staff than was previously possible.

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

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