BUSINESS SITUATION
The asset management client has a requirement to revamp their marketing products to meet industry standards for quality and timelines. As part of the project, the client wanted to review its existing products and marketing effectiveness. The client sought a comprehensive solution to transform its marketing efforts.
SGA STRATEGIC APPROACH
SGA developed a tailored workflow for the asset management firm, optimizing factsheets and newsletter production through enhanced design, incremental performance KPIs inclusion, and data automation. SGA also implemented flexible performance reporting solutions, ensuring adaptability to various frequencies while maintaining data consistency and quality across all formats.
Customized Process Development:
- SGA performed a detailed review of all existing products (factsheets and newsletters) for content, design, and data flow. As part of this exercise, the SGA team collaborated with different product owners and SPOCs for data sets at the asset management firm, to understand expectations and challenges, ensuring alignment with the client’s team and the overall end objective.
Enhanced Factsheet and Newsletter Production:
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SGA worked closely with the client to optimize factsheets and newsletters creation, combining industry best practices with the client's vision.
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SGA improved design for readability and brand consistency, implemented data automation to reduce errors and boost efficiency, and streamlined content integration for comprehensive, up-to-date publications.
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SGA also incorporated compliance checks, ensuring regulatory adherence and reducing review cycles.
Flexible Performance Reporting:
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SGA developed adaptable solutions to accommodate various reporting frequencies required by different funds or investor groups.
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SGA implemented a robust system capable of handling both regular reporting cycles and ad-hoc requests without compromising on quality or timeliness.
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SGA ensured uniformity in performance data across all reporting formats, ensuring data integrity and investor trust.
ENGAGEMENT
The engagement process included:
- Review of existing products and identify scope of improvement in terms of reporting and design. Coordinating with various SPOCs from the client’s side to understand their expectations and data flow.
- Redesign factsheets and newsletters with enhancements in reporting KPIs and streamlining content integration.
- Implementing compliance checks to ensure regulatory adherence and reduce review cycles.
- Developing flexible performance reporting solutions to accommodate various reporting frequencies while maintaining data consistency and quality.
BENEFITS & OUTCOME
- Enhanced Accuracy and Timeliness: Revamped processes delivered 100% accurate outputs, consistently meeting all monthly and quarterly deadlines.
- Improved Operational Efficiency: Streamlined workflows and automation significantly reduced manual effort, accelerating production cycles and optimizing resource allocation.
- Increased Marketing Effectiveness: Enhanced design and content quality improved the impact of marketing materials, potentially boosting investor engagement and fund inflows.
- Strengthened Compliance and Flexibility: Integrated compliance checks minimized regulatory risks, while the new flexible reporting system accommodated varying investor needs without compromising quality.
KEY TAKEAWAYS
- Customized processes led to improved accuracy, efficiency, and marketing effectiveness.
- Adherence to regulations while meeting diverse investor needs strengthened competitive stance.
- Combining automation, design skills, and industry knowledge transformed marketing capabilities.
