Our Track Record Speaks for Itself

Fluent has earned a reputation for exemplary performance, innovative solutions and exceptional customer service. With both international Fortune 100 companies and large, regional financial services firms relying on Fluent’s performance marketing methodologies solutions, we have the experience and insight to meet your unique needs.

Innovation is the Engine for Growth
Fluent has earned a reputation for exemplary performance, innovative solutions and exceptional customer service. With both international Fortune 100 companies and large, regional financial services firms relying on Fluent’s performance marketing methodologies solutions, we have the experience and insight to meet your unique needs.

Case Studies

Inefficient Client Review Process Endangers Growth

Despite a plan to grow its 401(k) business, one of the world’s largest insurance companies was taking six to eight weeks to publish client reviews for its 401(k) relationship managers. As a result, plan sponsors were highly dissatisfied with the tardy and varying quality of client reviews and retention became a serious concern.

Lack of Structure and Processes Delays Publication
With no unified system in place for accessing data, or a standard for reviewing content, the field force barraged the Group Plan Administration and Performance Measurement groups with many requests to produce client reviews. Some requests would be met with extensive plan reviews while others received only the most rudimentary response. Further aggravating the situation, the plan administration and performance areas were functioning chaotically and wasting time catering to many different requests.

Fluent’s Solution
Faced with threatened market share, the insurer called Fluent for a solution. Fluent’s team consulted with the insurance company’s key stakeholders in marketing, relationship management, performance reporting, group plan administration, systems, and sales. Fluent designed a winning storyboard and recommended a new workflow with client input. We suggested directing all data feeds and content changes to our central repository, publishing engine FundUtopia™. We also engineered templates for multi-section plan reviews to automate content and data generation for complex documents.

With data centralized in a single location, global content changes could be made once and applied to all client reviews. The result was consistency in the content and design of all documents. Plus, value content could be strategically customized to show specific plan business analytics and plan performance management recommendations. Furthermore, an automated process and structure made affordable frequent generation and distribution of reviews for all clients a reality.

The result - The insurer no longer faced multiple, chaotic and time-consuming requests and could instead focus on strategic objectives. Today, client reviews are published in just hours, not weeks. And these reviews are approved within two days of a request by the relationship manager for as many clients as he or she requires.

Lengthy Fact Sheet Publication Schedule Leads to Competitive Disadvantage

The sales force of a major Boston-based asset manager was at a competitive disadvantage because it was forced to wait five weeks after quarter-end for fresh product fact sheets; the related product guides and performance reports were delivered as a second priority.

The delay was due to an inefficient, manual desktop process used by the marketing department. Further problems stemmed from multiple internal systems, data quality management, content changes made one file at a time, and the use of third-party vendors retained to print the files. At a growing expense the marketing department used vast resources to produce fact sheets, yet valuable time continued to be lost and a process with little standard required an extended compliance approval process.

A merger and acquisition event changed the structure and the organization of the asset manager and the acquiring owner needed to trim budgets and reduce personnel. However, the fact sheet production process had so many moving parts that accountability was difficult to assess. The client was uncertain how it could produce quality information for fact sheets in less time and sales pressure was mounting.

Fluent’s Solution
Fluent’s team consulted with the asset manager’s key stakeholders in marketing, systems, performance reporting, compliance and sales and recommended directing all data feeds and content changes to Fluent’s central repository, FundUtopia. With everything in one place, global content changes could be made once and applied to all fact sheets. As a result, adherence to FINRA regulations was easily guaranteed, the marketing department could deliver greater brand consistency, and the firm’s owner could produce more materials with fewer resources. Today, fact sheets are published in only eight business days and performance data is reusable for other marketing collateral.