Reduces Time to Market by 60%
Leo Deng — Senior Digital Marketing Manager

60%
Reduction in time-to-market
30
Funds standardized on commentaries
Challenge
Improve time-to-market and productivity of commentary production.
Solution
Optimize commentary production with automated content creation.
HEADQUARTERS
Zurich, Switzerland
INDUSTRY
Share
EFG Asset Management (EFGAM) is an international provider of actively managed investment products and services to institutional investors and financial intermediaries worldwide.
The Challenge
Streamline Commentary Production
EFG Asset Management (EFGAM) is an international provider of actively managed investment products and services to institutional investors and financial intermediaries worldwide. EFGAM’s fund commentary production and approval process was time-consuming and labor-intensive, resulting in delays and sub-optimal client experience. The process involved a lot of manual intervention, which can be error-prone and inefficient. EFGAM also found it challenging to share content efficiently with key stakeholders, such as distribution partners. Overall, EFGAM wanted to improve its time-to-market capabilities and productivity.


