How to fix recurring fund marketing document problems

These days you hear how “content is king” and that data and content are being generated at more than exponential rates. It is a constant challenge for investment marketers to keep up with the demand for compelling and current content. When it comes to fund marketing communications like fact sheets, commentaries, and pitchbooks, managing the dynamic and diverse information that feeds them can become a recurring hassle month after month, quarter after quarter. To break the vicious cycle, marketers must leverage their information (and their efforts to organize it) from one document to the next. Their goal? To fix recurring document problems.

The Art of Producing Multi-Language FactSheets

By John Toepfer

There is art to producing multi-language documents of any sort, but the bar is set particularly high when focusing on data-driven documents of a recurring nature. With documents like mutual fund factsheets, the cost and production timeline are key metrics of organizational success. A traditional process of shipping off document files to a translation agency and counting the days for receipt of finished foreign language material – and a large bill – can be ridiculous.

In the age of content management systems and Google Translate, there is definitely a better way.

What’s Driving Asset Managers to Change Their Websites?

The design of your website sends an immediate message to investors and advisors about what kind of firm you are. In addition, web user behavior is evolving, which means your website needs to keep up with the prevailing trends for user experience. Read on for five trends that are driving asset managers to change their websites.

What is Rich Media?

By Emilie Totten

Rich media is one of the buzzwords of the moment, but what exactly does it mean? Entrepreneur Magazine defines rich media as engaging and interactive content that provides a deeper user experience. According to Kapost, rich media is content that goes beyond the simple blog into more exciting regions like apps, videos, games, infographics and more. As financial services marketers delve more deeply into content marketing, they may start to find that incorporating rich media could be extremely beneficial. Finding a more engaging way to portray data is a great way to build relationships with investors.Read More

August 8, 2014

Emilie Totten

Content Marketing, Investment Marketing