Exclusive Report: Mutual Fund Fact Sheet Production Study

2018 Mutual Fund Fact Sheet Production Study

Have you ever wondered how your firm compares to your competitors when it comes to fact sheet release dates and overall production efficiency?

For example, did you know that it takes the average fund company 11 business days to publish their first fact sheet? In our special 2018 Mutual Fund Fact Sheet Production Study report, Product Manager, Noel Rodolfo, analyzes data from 47 fund companies and 235 fact sheets to answer these questions about production:

  • What kind of throughput improvements can we get with document automation versus manual production?
  • Are larger fund companies more efficient than smaller ones at producing their fact sheets?
  • How do our automation customers compare with their peers?
  • Does automation technology actually work to improve fact sheet production efficiency?

 

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About the Author:

Noel Rodolfo - FlightDeck Product Manager, Synthesis Technology Noel Rodolfo has been a Product Manager for Synthesis since 2012. Since starting with Synthesis in 2005, he’s held various positions including Client Services Engineer and Project Manager. He holds a Computer Science degree from Texas Tech University and an MBA from the University of Illinois at Chicago. Connect with him on LinkedIn.

 

 

 

 

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