Delivering Factsheets and Thought Leadership at Lightning Speed for Lumyna Asset Management

Challenges

Client reporting and factsheet distribution is a key function for an asset manager – providing key performance metrics to clients, serving as a marketing channel, and fulfilling regulatory requirements. As Lumyna Asset Management grew, report distribution became a disproportionately outsized overhead: over 150 unique reports are sent each month.

To make matters worse, reports were sent manually via Outlook. Manual steps lead to mistakes and inconsistencies. With email recipients managed in spreadsheets, new subscription requests and unsubscribes were handled via manual request. And without analytics or visibility into client engagement, Lumyna had no data to draw insights from. Who was reading the reports? What prospects are interested in which fund?

Solution

Futureform’s Asset Management template includes a fully automated subscription management tool:

• Drag, drop and one click to send a report – automatically match the report to the recipients, email template, password settings
• Secure file hosting via Salesforce Content Deliveries – password protection, versioning, audit controls
• Quality gates ensure correct naming convention, file type
• Integration with bespoke Preference Centre
• Sales can add/remove clients and prospects from Pardot Lists
• Emails sent via Pardot API ensuring deliverability and GDPR compliance
• Einstein Analytics for Pardot
• Prospect & client engagement reporting

Results

• Significant time/cost savings – each report takes 90% less time to send
• Automatic quality checks catch errors before they’re sent
• Improved brand consistency and client experience
• Investor management team & sales now have rich analytics to better understand how their clients are interacting with reporting