Category Archives: Data Management



Infographic: How to Get ‘Clean’ Data for Fund Marketing

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By Emilie Totten

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.

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 the 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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Four Common Data Problems Faced by Fund Marketers

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By Noel RodolfoFour problems with data faced by fund marketers

When talking with prospective clients, it’s not uncommon for us to hear, “Our data is a bit of a mess,” or “Our data could use a little housekeeping.”  In my experience working with some of the best fund marketing teams in the industry, I have learned that in many cases, marketers have become the de facto experts on fund data.

The reason is, in my opinion, because fund marketers themselves 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. To make the process even more challenging, it has to be done in a very tight time frame with the highest levels of accuracy and consistency.Read More

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Proofreading Fund Documents Doesn’t Have to Be a Drag

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by Noah Menikoff 

Proofreading FactSheets

A good proofreader is hard to find. Ask any financial services marketer and they will probably tell you this is the worst part of their job – proofreading, editing and updating documents. It’s time consuming work and it takes an enormous amount of time, patience, attention-to-detail, and focus.

Manual proofreading not only requires time and patience, but it also involves thoughtfulness and empathy. Thoughtfulness is required to interpret what is not always an apples-to-apples comparison and empathy is important for evaluating information from the perspective of the end-user. With so many data points and documents to work with, even the most skilled proofreaders face the undeniable challenge of human error. Not to mention, it’s unsatisfying work that takes up time and resources.

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