Strengthens firms’ ability to differentiate through enhanced digital services in an increasingly competitive marketplace

 Sapient Global Markets, a leading global provider of business technology and consulting services for the financial and commodity markets, today announced the availability of its Client Connect asset management offering as a fully managed service.

 The asset management industry is in a state of transformation brought on by a number of factors, including increased competition for assets requiring product and marketing transformation; a sharper focus on long-term cost management even as firms continue to invest in transformation; and increasing compliance and transparency demands by regulators and clients alike.

 Client Connect is a suite of offerings that helps asset managers reduce costs while delivering more agile transformation and innovation. Through a powerful combination of analytics, CMS, sales and CRM tools, it provides highly automated, digital capabilities for asset managers. It transforms how investment managers connect with prospects and clients, as well as how they attract, retain and service investor assets in a world of increasingly connected and engaged investors.

 As a managed service, Client Connect offers a cost-effective approach for firms that no longer want to run these functions in house, or are looking to advance these processes without large infrastructure investments. Through the provision of automated, cloud-based services and software managed and integrated by Sapient, it delivers high-quality client-facing information at a lower cost, across the following areas:

  • Reporting and marketing collateral production: Automates and manages marketing reporting and collateral production processes, enabling firms to use the latest digital technologies for a faster, more cost-effective approach.
  • Marketing operations: Optimizes existing sales and marketing technology investments to rapidly deliver value to partner, client relationship and sales groups. Firms can access the most current digital platforms for content-driven marketing, campaign strategy and execution, as well as increase impact through effective testing and analytics.
  • Data management: Maps, transforms and validates data to ensure consistency and availability for use in a variety of ways, for example in documents, website and client portals.
  • Content and document management: Controls tasks involved in managing, tagging and updating content across all relevant digital touch points, such as web, social, portal, email and events.

“Asset and wealth managers are assessing new digital technologies to automate the production of marketing, sales and service collateral, reducing manual processes, improving time to market and increasing their ability to respond to client demands,” said Jarlath Forde, vice president at Sapient Global Markets. “Client Connect helps firms evolve from being focused on the production of obligatory collateral to assets that differentiate them in the marketplace, distributing insights, identifying and attracting prospects. Through our expertise and industry knowledge we can support them to look beyond existing processes and explore how innovative tools and techniques can be used to accelerate digital transformation efforts and become more client-centric.”

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