SOLUTIONS → DYNAMIC REPORTING

Delivering pixel perfect product pages, via an easy to use fund centre with seamless factsheet integration and automation, instantly.

Cityscape image capturing reflective glass buildings
Colleagues sat a table looking at a laptop together
Digital reporting solutions for Asset Managers

Our clients have one thing in common, they have all stopped waiting on data and fighting with layouts. They automated their fund marketing from a single source of truth and now publish beautiful, brand-compliant materials in minutes, not weeks.

Does this challenge sound familiar? You're not alone, Mark (CMO at one of our recently signed clients), suffered similar issues. His team was ready to launch a new campaign, but they were blocked. The fund's product page couldn't go live on the website and the latest factsheets couldn't be published because they were stuck waiting on the data team to "fix the numbers."

Once the data finally arrived, the real bottleneck began: a long, manual back-and-forth with the design agency to get the layouts just right. By the time everything was approved, the data was already stale and the market had moved on. Mark contacted us, to discuss a better way.

His goal: Flawless Digital Experiences, On Time

"I needed to deliver beautifully designed, brand-compliant fund factsheets and digital experiences to our investors and clients, without the manual bottlenecks and delays."

CMO at European Asset Manager (€850bn AUM)

From manual misery, to automated magic

Long lead times waiting for data.
Data flowed instantly into templates.
Manual, error-prone layout process.
Layouts were automated and brand-perfect.
Brand inconsistencies across documents.
100% consistency on web, PDF and more.
Endless approval cycles and revisions.
Streamlined preview and sign-off workflows.
Compliance worries with every update.
Compliance rules were built-in and automated.

The tools that transformed their marketing

Dynamic layout engines

They connected their data directly to a beautifully designed, brand compliant fund centre, leading to interactive and engaging product pages and compliant document templates. They forgot manual copy and pasting, Instinct flowed their data into pixel perfect performance charts, visuals and text across personalised layouts automatically.

Instant updates, everywhere!

When a number changed in the source, it changed everywhere. Their website, product pages, fund factsheets and internal reports were all updated simultaneously from a single source of truth. No more version control nightmares.

Preview and approval workflows

Streamlining their sign off process was always seen as somewhat out of reach. Marketing, compliance and legal could review and approve materials within the platform, with a full audit trail of changes and commentary, cutting down on email chains and delays to publishing.

Built in compliance, analytics and SEO

Our digital components are all built to be WCAG accessible, SEO friendly and to have integrated analytics out of the box. Jurisdictional disclosures could be applied automatically, ensuring they met regulatory requirements without endless manual checks.

How it works
How it works diagram showing the data processing workflow

Are you ready to automate your marketing engine?

Stop the endless cycle of waiting and revising, managing errors and prioritising bugs! See how Instinct can give your team the speed and control to deliver exceptional marketing materials, every time.

Blurred image of man walking through city centre
Privacy Settings
This site uses third-party website tracking technologies to provide and continually improve our services.