Business Situation
- A leading global asset management firm aimed to update its marketing products to meet industry standards for attractiveness, efficiency, and reach.
- Previously, the company relied on a vendor that provided limited room for product enhancement and efficiency in turnaround time. To improve the effectiveness of its factsheets and newsletters, the firm required a comprehensive solution that ensured seamless data integration, regulatory compliance, and operational efficiency.
SGA Approach
- Strategic Process Optimization: Recognized inefficiencies in the content, design, and data flow of the client’s current setup. SGA collaborated with key stakeholders, including product owners and data specialists, to align our strategy with the firm’s objectives.
- Enhanced Factsheets & Newsletters Design: Optimized factsheet and newsletter designs using the latest tech-led design suite for improved readability, brand consistency, and investor engagement.
- Automation Tool for Production: Developed a bespoke automation solution that seamlessly integrates data streams, orchestrates processes, and computes key performance indicators (KPIs). This tool performs rigorous data validation checks while minimizing manual intervention and enhances compliance protocols by embedding regulatory validations.
- Dynamic & Flexible Performance Reporting: Created adaptive reporting solutions to accommodate multiple reporting frequencies across diverse funds and investor groups. This ensured consistency in performance metrics across all formats, reinforcing investor confidence and data integrity.
Key Takeaways
- Achieved Operational Excellence: Drove significant operational excellence through seamless automation and design innovations that reduced turnaround times by 40% and optimized resource allocation.
- Accelerated Publication Timelines: Delivered a customized and scalable data intelligence tool that offered flexible layout modifications and resulted in a faster publication time.
- Amplified Marketing Impact: Boosted the impact, accuracy, and efficiency of fund marketing materials with refined content and visuals that improved brand perception and investor engagement.
