Transforming Disparate Information into Valuable Assets
We offer an array of end-to-end marketing services, including publishing automation and traditional marketing communications services – from strategic marketing, data analysis and management, process control, to publication design, and publishing – to meet the intense communications challenges facing your industry.
Publishing Automation
Fluent’s flagship system, FundUtopia™, organizes the flow of data and content for sales, relationship and marketing communications, creating value from an often confusing situation. Complex, disjointed, or inconsistent content resources are transformed into useable, easy-to-access information that can be quickly tailored to suit any communication need, from marketing to shareholders to reporting quarterly fund performance to sales channels.
Our publishing solutions allow you to automatically generate documents, marketing collateral and presentations for various product areas including:
- Retail, institutional and off-shore mutual funds
- Defined contribution and defined benefit plans
- Exchange Traded Funds, Separate Managed Accounts and Collective Investments Trusts
- High net worth, trusts, foundations
- Insurance (e.g., variable annuities, variable universal life, and private-placement variable life)
FundUtopia supports your financial communications needs via a spectrum of processes that produce your documents in a timely and accurate manner. These documents may include:
Performance-Related Communications
Retirement Planning
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Plan sponsor reviews
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Client reviews
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Communications plans
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Plan recommendations
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Plan line-up scorecards
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Watch list reports
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Fund fact summaries
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Enrollment kit materials
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Across All Markets
- Business development pitch books
- Client and prospect presentations
- Web content
- Fee and expense disclosures
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