Category Archives: Data Management



Getting Buy-in from IT for Fund Fact Sheet Automation

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By Kim Rebecca

Gain Buy-in From IT on Fact Sheet Automation

Automating the quarter-end production of fund fact sheets and other marketing materials can be a life saver for marketers. It dramatically reduces errors and improves time-to-market. However, convincing your organization to get on board with an automation initiative isn’t always easy. Making a solid business case to leadership and key stakeholders is essential. At most firms, the IT group is often the hardest to convince, but their buy-in is absolutely critical. You simply cannot move forward on this type of project without dedicated resources from IT. The IT manager will want to be sure that outsourcing a solution to a vendor is the right move and that dedicating resources to an automation project is a good investment. So, how should you present your case to IT decision makers?

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The Quality Data Management Imperative

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By John Toepfer

Data Management at Investment Management Firms

(The following blog post is the third in a series on the need for the Investment Management Industry to embrace sound data management practices. You can access the first and second posts here.)

Earlier today I was on a conference call with one of the largest asset management firms in the world.  The call was with marketing people representing operational groups in London, Hong Kong, Vancouver and New York and the purpose of the call was to discuss fact sheet automation and the need to unify their operations.  The interesting thing was that we could hardly stay on topic about documents and automation tools because their real problem was source data.

During the call, each group expressed their internal challenges in collecting clean, verifiably accurate and finalized data for reporting use.

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What is Data Quality and why should marketers care?

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Great marketing requires data qualityIn today’s competitive business environment, marketers must have access to “the right data at the right time” in order to be effective.

At financial services firms, marketers rely heavily upon their data to market their products and report performance on a monthly and quarterly basis.  In addition to producing fact sheets, pitchbooks, and other vital communication materials, investment marketers are also using data to drive key business decisions.

In either case, it is extremely important for investment companies to place a focus on producing quality data. Otherwise, they risk running into problems from both a regulatory and brand reputation standpoint.

But what is the definition of “data quality”? Why is it important for marketing? And what is the magic formula for achieving quality data?

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What’s really holding up your fact sheet production? (Hint: It’s a four-letter word)

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By Emilie Totten

Poor Data Management Causes Inefficient Fact Sheet Production

Fact sheets are a staple of the investment marketing collateral mix.  Studies show that they are still the most widely used sales tool in the field.  Every quarter, there is a rush to get them into the hands of the sales force, and to do so faster than your competitors.  Many factors can slow down your fact sheet production timeline, but the factor that is the most critical is…your data.

The efficiency, accuracy and consistency of marketing and communication output is directly tied to a firm’s data management strategy. Firms can significantly reduce their time-to-market and risk associated with producing fact sheets and client performance reports by automating their data management process.Read More

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