Global Asset Management Firm Success Story

Case Study

With offices around the world, a global asset management firm serves customers in 150+ countries and manages hundreds of billions of dollars of assets. However, working at a global scale comes with challenges. One challenge – faced by most Fortune 500 companies – is how to stay competitive in the digital world. Today’s customers demand immediate access to accurate and updated information across any number of formats and devices. At asset management firms the brunt of this challenge often falls to the fund marketing team.

According to the VP of Marketing Technology & Strategy, “Getting content to market quickly is critical. There aren’t only competitive pressures but third party investment research data providers that will publish information as soon as it’s available – and some of the providers might be digital-first. Clients say, if I can get if from them, why can’t I get it from you?”

To get to new content to market quickly and increase customer satisfaction, the asset management firm turned to Quark and content automation. The team established a new marketing production model that relieves teams of manual work and automates the delivery of thousands of marketing pieces to multiple sources and output types.