Tag Archives: Data Aggregation

Four Common Data Problems Faced by Fund Marketers

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Four problems with data faced by fund marketers

A few common phrases we hear from investment marketers are, Our data is a bit of a mess and Our data could use a little housekeeping. In our experience, we have learned that marketers have become the de facto experts on fund data management and automation.

Fund marketers themselves are routinely chasing-down their financial data from many disparate sources, both internal and external. Then, they are trying to extract clean data for use in their customer-facing marketing materials. This process is made more challenging when there are tight time frames. Plus, it has to be done with the highest levels of accuracy and consistency in real-time. (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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Smudge Control: 6 Tips for Taking a Good Company to Great

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by John Toepfer

Customer Centric Client Service

I spent time at the Chicago Auto Show this weekend.  I enjoy getting a look at all the latest feats in automotive engineering; the new Corvette’s design, the economy of the plug-in Focus Eco, the luxury of the Jaguar XF.  Finding a billion dollars of R&D on display for close inspection under one roof is pretty close to heaven for me.  I also enjoy studying merchandising and marketing of cars.  There is enormous effort put into the presentations at this show and what we see tells us a lot about the manufacturers and the market.

As I wandered the rows of gleaming and carefully positioned vehicles, I couldn’t help but notice how many of those pristine polished paint jobs were besmirched by smudgy hand prints – sometimes in the oddest places too. (Timmy, did you have to smear your churro on that rocker panel?)

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