For asset management firms around the globe, quarter-end and month-end content production remains a complex and time-consuming process. As firms’ offerings continue to expand and the needs of clients – advisors, institutions and end investors – evolve, marketing, product and investment teams need new ways to produce commentaries, fact sheets, pitchbooks and quarterly investment reports.
For that reason, Seismic is excited to announce Fund Report Orchestrator, our latest software solution, purpose-built for planning, authoring, workflow and approval workflows.
With Fund Report Orchestrator, teams can unify and streamline processes associated with fact sheet, commentary, pitchbook and quarterly investment report production. This allows firms to best support the growing complexity of being able to offer a wider range of product types and address the needs of their clients without compromising accuracy or quality.
Fund Report Orchestrator helps asset-management marketing teams simplify the creation and reuse of qualitative content – bios, disclosures and portfolio-manager insights across the materials they produce. It also provides marketing leaders and managers with a better way to plan and manage the complexity associated with month-end and quarter-end production. This allows firms to decrease the time spent producing content and support expanded product offerings. Let’s take a closer look at some of the features and benefits.
Content personalisation and automation at scale
Investors of all types – individuals, advisors, home office due-diligence teams and institutional investors, are looking to their asset-management providers to offer customised product and market updates based on their specific requirements.
Seismic LiveDocs is a key component of Fund Report Orchestrator, and it gives asset management firms the ability to personalise and automate content. Content personalisation capabilities help firms provide their clients with targeted information. Automation helps marketing teams become more efficient at scale. Instead of creating many pieces of personalised content, content automation removes manual workflows by integrating client-specific data into outbound materials. Customers can produce targeted content through quick assembly, reusable components and dynamic templates while streamlining the mass production of materials – even those that require data integrations.
Accelerate authoring and approval workflows
When multiple team members are involved in creating commentary, coordinating efforts and maintaining version is a challenge. This can lead to content inconsistencies, delayed approvals and difficulty tracking changes.
Fund Report Orchestrator uses Seismic LiveDocs technology to develop structured forms that authors can use to create text, images or data as customised content. Once individual content components are complete, they can be assembled in a template for faster editing.
Additionally, approval workflows create bottlenecks when content exists in a variety of formats. In addition to content automation capabilities, Fund Report Orchestrator incorporates Seismic’s strategy and planning tools to simplify approvals. Once content updates have been previewed, authors can send content to approvers for review.
Ensure quality and compliance
Compliance is the cornerstone of Seismic’s solutions for the financial services industry. When it comes to creating commentary or fund reports, ensuring that all content meets compliance requirements can be a cumbersome and time-sensitive process.
Fund Report Orchestrator simplifies the compliance-review process by streamlining approvals across authors and contributors. Rather than waiting for a completed document to be reviewed, compliance teams can approve individual content components before an asset is finalised.
Scale success with Essential Services
Fund Report Orchestrator includes access to Essential Services provided by Seismic’s award-winning Professional Services team. Seismic Professional Services leads configuration, implementation and training – helping customers shape optimised report production processes and making way for immediate value, as well as widespread solution adoption.
Essential Services partners with your firm every step of the way so customers can focus on strategy and process. Our Services teams are experts on the FRO solution, and have a deep understanding of what is most valuable for the customer during each phase. This solution will be tailored to the way you do business – we set up content, data and workflows in FRO to meet your particular needs. And, as is standard with all Seismic solutions, our teams are committed to regular enhancements and other valuable solution updates.
Fund Report Orchestrator is available today
More than 400 financial services firms, including 22 of the top 25 asset management companies globally, already use Seismic to personalise content for their clients. And, as an organisation, we’re committed to finding new ways to help firms accelerate productivity and build stronger client relationships.
Fund Report Orchestrator is purpose-built to help asset management firms simplify complexity when it comes to end-of-month and quarterly content. If you’d like to find out more, please get a demo today.