A pressurized, fast-moving and competitive market. That’s the reality for asset management firms today. Increasingly savvy clients demand more granular insights at their fingertips along with a wider choice of investment products. Firms know they must deliver but rising costs and competition from passive investments have squeezed profit margins and legacy technology has its limitations. The challenge is to find new ways to innovate and achieve more with less.
One global asset manager has embraced the power of digital transformation to do just that. Working with Sapient, it completely redesigned how it stores and provides access to mutual fund data for advisors, institutions and private individuals. Its mutual fund knowledge center is a single, centralized digital hub rich with authoritative insights, resources and expert advice. Investors can easily access:
- Updates on their existing products’ performance, with outlooks and commentaries on the impact of market factors
- Bespoke recommendations for new products based on current market developments
- All the latest research in one location, 24x7, so they can stay up-to-date anytime, anywhere
- Real-time analytics so they are equipped to make informed decisions quickly
And it’s not just clients that benefit. The knowledge center is built on a unified platform with an enterprise-class content management system and powerful governance and workflow tools. That means that firms can spend less time managing the system while ensuring it always delivers high-quality content. They also get deeper insight and analytics to understand what clients are really interested in and which sales channels are effective.