Whether you are an emerging manager or an established multi-asset manager, delivering the right product information on a timely basis is a crucial component of your competitive positioning.
Develop a ‘single source of truth’ for all your firm, strategy, and product marketing requirements.
DIGITAL FIRSTDigitize your product content
DigitalDiligence is a powerful, yet flexible module that helps you create a standard content database.
- Build a repository of usable, structured product and firm data and documents including AUM, performance data, key product information, database templates, and more.
- Eliminate the need for copy and paste from multiple data sources
- Maintain ownership and audit trail of all changes
- Enable transparency for the entire team on a centralized platform.
COLLABORATION LAYERDelight In Collaborative Authoring
Collaborate as a team with marketing, compliance, product, and client experience teams
- Collaborate with subject matter experts to get the right information quickly
- Institutionalize review process to eliminate any errors
- Maintain transparency over review workflows
EXPERIENCE THAT MATTERSDeliver a modern experience
Leverage pre-built templates to populate key databases
- Build investment database templates for Callan, eVestment, Mercer, Wilshire, and other 15+ databases to ensure the information is always available in your Vault.
- Deliver a responsive experience to any investor questions and ad hoc queries by providing FAQ access to your product teams