Tag Archives: business rules

Business Rules: What They Are and Why You Need Them for Investment Marketing Content Automation

Share Button

Using business rules in factsheet automation

Hi, I’m Kim Rebecca. Throughout my career in the global asset management industry, I’ve had the opportunity to help facilitate data-heavy content automation.  I’ve done this on thousands of regulatory documents, marketing collateral, presentations, web pages and so on. Actually, it’s probably hundreds of thousands. One of the key advantages of content automation is the accommodation of the ever-expanding scope of distribution. It allows product marketers such as myself to bolster their bragging rights. I’ve had the good fortune to help three global asset managers with their content automation efforts ­­— prominent and well-recognized firms managing assets galore. I was thus somewhat surprised to find that a common challenge in the implementation phase of all of their automation was something seemingly basic: the identification and articulation of something called business rules. (more…)

Share Button

SIGN UP FOR OUR NEWSLETTER

Keep up to date with the latest news and insights.

Don't worry, you can unsubscribe at any time.

REQUEST INFO

Have a question, or need some more information? Contact us, we’d love to hear from you.

CONTACT US

We help investment companies automate for growth

 

Follow Us

What's Your Story?

We’d love to learn more about your situation and needs. To speak with one of our automation experts or see demos of our products, drop us a line using the form below or call us at 312-948-4949.

This exclusive report is available only to our subscribers. Please complete the form below to subscribe and receive a link to the file.
You may unsubscribe at any time