Financial Product Innovation: Find Your Edge with Digitization

Creativity. Innovation. New Approaches. They’re the factors that put market leaders ahead of the pack – the edge that can drive success, and build customer loyalty. In the asset management and financial services business, increasing regulations and a highly competitive environment make innovating time-consuming and challenging. Yet, delivering customer-focused products, and accelerating their time to market, is critical to survival.

Need to find your edge? It may be time to consider moving to a digital platform.

Why digitize the fund development process? Because it provides a holistic view of the entire product strategy, development, management and feedback value chain. Imagine a real-time dashboard that enables real-time collaboration among sales, marketing, compliance, operations, product development teams and senior management, while automated processes help speed time to market, and mitigate risk through improved governance and compliance. Team members can work on the same, single version of any information in real time, allowing multiple fund classes to be created from predefined templates. Full transparency creates authentic collaboration, assuring that the team pulls together while retaining intellectual property. The result: a single source of truth for each fund. Digitization can also help with documentation by validating, approving, versioning and storing all documentation including the prospectus, KIID, fact sheets and more. That frees up more time to innovate.

Learn more about gaining an edge in financial product strategy and development, while adding power to fund life cycle management. When it comes to transparency, teamwork, efficiency, risk reduction and success — the digital difference can be transformational.

Innovation Factory Fund Central Brochure