Save 50% of the time spent on manual updates

Sell-side teams manually update marketing packs and client presentations with new data points on a regular basis. The content is usually static, and shared with clients in PDF or hard-copy form. 

One of our bulge bracket clients wanted to automate their data update process for the quarterly marketing packs. They also wanted the marketing packs to become digital and interactive, so they could be accessed across multiple devices such as tablets and mobile phones.    

Read this detailed case study to learn:

• How we cut the time for updating quarterly marketing packs by over 50%
• How we helped the bank replace static visuals with interactive content
• How we helped them create digital marketing handouts

Interested in finding out how automation tools could streamline marketing tasks in your business? Contact us today!