There is an undeniable shift in the world that creates both big stakes and huge urgency for marketing teams of financial products.

The Winners are those marketing teams that bring multiple channels together and raise AuM and demonstrate ROI

The tools that we have developed help the marketer automate and align their activities around the sales team to provide tangibles calls-to-action to raise and preserve AuM.

Many asset managers are non-compliant because they are using a marketing solution that does not manage analytics and emails as per the rules set out by financial authorities, bringing the possibility of damaging fines and legal action.

As regulatory requirements around financial communications reach an all-time high, vital client communications - such as factsheets and reports - are often being sent in a non-compliant manner and are frequently not reaching the investor.