The Guide to Fund Marketing Document Production
While asset managers are widely using digital tools, they still need to produce certain documents to ensure regulatory compliance. Both internal communications and client facing literature are shaped by industry-standard rules that govern which person must see which document at which stage in the process.
Download this white paper to learn:
- How to eradicate the most common fund marketing document production frustrations
- How to determine whether automated document production is right for your business
- Which steps you need to take to ensure your document production process goes off without a hitch
- How Kurtosys can assist you in automating your marketing document production
By automating your fund marketing document production processes, you can free up the time of your sales and marketing teams to focus on creating better investor experiences, while also improving compliance.