Blue Curve Marketing Administration System for Sales & Marketing

Client retention in the competitive world of asset management doesn't just rely on providing good returns. More and more clients expect exceptional services, and that includes regular information on how their funds are being managed as well as how they are performing.

As a result, many asset managers are investing in improving their Sales & Marketing information for both prospects and clients. Blue Curve’s Marketing Administration Solution provides you with a robust and scaleable platform to provide a best of breed information service to all clients and prospects.

Blue Curve’s new solution provides you with a platform to increase client satisfaction whilst maximising the return on your investment in the Sales & Marketing process. In brief, our solution allows you to:

• Collate and manage financial data;
• Create complex content;
• Manage workflow processes;
• Manage the distribution of content across a wide variety of channels.

Many marketing efforts stumble at the first hurdle - the ability to collate fund performance, attribution and characteristic data into a usable structure for marketing purposes. The flexibility of Blue Curve insight makes it the ideal solution to this data management issue, providing you with a simple to use and highly automated data store for all financial data used in the marketing process.

The transformation of the fund data into various forms such as slide shows, fact sheets, client reports and pitch documents, is often a labour intensive and time-consuming exercise. By making use of the dynamic templating and automation features in Blue Curve create, the production of these documents becomes quicker and more efficient. Document creation requires minimal effort from your marketing staff, allowing them to focus on value-added activities.

In a larger organisation, Blue Curve workflow can support your production process, ensuring that each document is checked and approved by the relevant parties before being sent out to clients.

In addition, using Blue Curve's unique componentisation architecture allows you to easily produce e-mails, web pages and other file formats from your document content, allowing you to make maximum use of electronic distribution. Through Blue Curve reach you can manage and direct distribution using both paper and electronic channels direct to clients. Every distribution is recorded in reach, allowing you build a valuable audit trail showing clearly where each document was sent, and in some cases whether clients read it.

The implementation of Blue Curve’s Marketing Administration Solution provides you with a platform to increase client satisfaction whilst maximising the return on your investment on the Sales & Marketing process.