Asset Management

Best-in-class Content Automation and Sales Enablement for Marketing, Sales, and Client Services

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The Smart Approach To Asset Management Content

Creating and updating fund marketing content is an endless quarterly treadmill that drains marketing and distribution teams, leaving many asset management companies struggling to keep pace.

Quark’s content automation and sales enablement solution for fund marketing transforms the way you create, manage, publish, deliver and analyze content. Benefit from creating unparalleled content experiences for clients and prospects in a fraction of the time, using significantly less resources.

Benefits

Improved Client Experience
Faster Time to Market
Lower risk of compliance and regulatory violations
Increased sales effectiveness
Significantly less marketing resource drain
Reduced localization cost and complexity

Solution Highlights

  • Automate Content and Data Updates

    Create reusable content components (Smart Content) including data, narrative content, disclosures, tables, charts, PowerPoint slides and more. Then automatically assemble and update content as often as you need.

  • Omni-channel Publishing

    Automatically transform content into every type of output from PDF, PowerPoint and Excel to responsive HTML5 and mobile apps with rich interactivity and design that engages prospects and clients.

  • Ensure Compliant Content

    Reduce the risk of compliance and regulatory violations through consistent and accurate placement of legal disclosures. With Smart Content, disclosures and other legal content is authored and managed centrally.

  • Deliver the Right Content to the Right People

    With Smart Content, you can deliver highly customised content in print, web, mobile – for both clients and prospects. Predictive AI technology recommends the most appropriate content to sales reps

  • Putting you in Control

    Role-based access means writers, product marketers, sales and others can focus on the content that’s relevant to them.

  • Drive Brand Governance

    Content automation enables the central management of brand elements such as colours, fonts, styles, logos, and design templates. You can be assured that everything you produce drives a consistent brand experience.

Users Love It!

Don’t just take our word for it, here are a few testimonials from users of our Asset Management Solution.

“Is Content Automation worth the investment? The answer is absolutely yes. We expect to save $1M over the course of three years as we go through our overall business transformation process and this is just the cost savings. On top of this we are positively transforming our client experiences.”

VICE PRESIDENT OF MARKETING & STRATEGY, Global Asset Management Firm

“Thanks to this totally reliable and secure system, other departments have asked us to produce their [Fund Fact] sheets, which is proof that there was enormous demand in this area.”

CM-CIC Asset Management

Feature Highlights

More control and greater overview from simple, powerful features

  • Powerful Authoring Tools

  • Sales Content Management and Analytics

  • Rules-driven disclosure insertions and updates
  • Fund data integration

  • PowerPoint Smart Slide Decks

  • Omni-channel delivery automations

Create Brilliant Content

Quark’s solutions streamline the creation and delivery of your most valuable asset: Content

Pitch Books
Fund Commentaries
Investment Research Reports

Sales Enablement Content
Fund Fact Sheets
Client Review Presentation