Stay Focused. Get Results.

As a leading partner in the development and delivery of performance marketing communications, we streamline the flow of data and content for marketing communications, ranging from fact sheets and client reviews to PowerPoint presentations and 40 Act documents. Imagine having your corporation’s ongoing marketing communications produced quickly, correctly, and automatically. Your staff would be free to concentrate on higher-level activities that drive your organization’s success.

By partnering with Fluent you gain access to industry experts with backgrounds in process engineering and policy workflow management, content development and data quality management, layout design and publishing, and financial services marketing communications – all who are available to help support your corporate goals.

We help you do more with less by automating publishing processes that often require significant human resources. Fluent’s automated solution, FundUtopia™, reliably delivers timely and accurate information in publication form – information you can easily and immediately repurpose to address other needs. From fact sheets and fund product guides to investments services and performance reviews, marketing communications are produced far more quickly than is possible via manual processes. In addition, with Fluent’s front-office content management and publishing solution, your employees will have more time to attend to strategic responsibilities and the needs of your customers.

What Results Can You Expect from Fluent?

Increased Responsiveness
Publishing performance marketing communications usually involves assembling information from multiple sources and through several oversight authorities. Fluent’s solutions make information instantly available in a central repository where quality control routines enable immediate publishing. In addition, your authorized marketing, compliance and performance measurement users can review, edit and download what they require.

Enhanced Productivity
Fluent’s automated system greatly speeds the publishing process. FundUtopia is constantly updated with scheduled automated data feeds and content changes, which are linked to integrated automated publishing processes aligned with your policies and procedures. Work normally handled by many is delivered ready for distribution with little customer resource involvement. Fluent’s solutions are fast and reliable for routine information updates and extensible to accommodate changing marketing and compliance needs in a highly regulated business.

Reduced Costs
Partnering with Fluent helps you simplify time-consuming data quality management and publishing processes. Our clients routinely experience 50 to 60 percent reduction in hardware, software, personnel and other related setup and ongoing internal operations expenses. With these significant cost savings over traditional publishing practices, you are free to direct resources toward other tasks designed to retain assets and grow your business.

Enhanced Business Continuity
As the industry grows and your organization evolves, Fluent remains a reliable resource to maintain order in the midst of change. Fluent ensures process and accuracy of your financial communications throughout every phase of your business’ development. Our robust solutions easily handle disparate data from myriad sources and centralize and authenticate content ensuring that the information you retrieve is accurate and consistent. This way, you can feel confident that your message is uniform across your organization and compliant with company and industry policy and procedure.

Minimized Risk
We help minimize risk by enabling you to easily distribute information guaranteed accurate. We do this by embedding your compliance and quality control requirements into our automated processes. By eliminating often error-prone manual methods, we help you eliminate mistakes, standardize processes and record all activity in a single location. With FundUtopia, you know anything published and delivered complies with your policy and procedures. Both the SEC and FINRA will have the utmost confidence thanks to your simplified, consistent and recognizable process.