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Prudential go live with FundWorks’ automated fund factsheet production service

FundWorks announces today that Prudential have successfully implemented FundSource to automate the production of monthly pension fund factsheets. FundSource is operational in Prudential’s business as usual process following an implementation project that took less than 12 weeks to complete.

Prudential undertook a rigorous RFP selection process and review of the available solutions offered in the market. Their decision to select FundWorks is testament to the ease and efficiency with which FundSource can deliver a tangible return on investment. FundSource delivers significant reductions in cost, risk and effort associated with in-house production. FundSource produces superior quality factsheets, and has the ability to support preferred data sources and corporate branding whilst streamlining production schedules and internal workflow.

Kate Moodie, Fund Marketing Manager at Prudential says “Our partnership with FundWorks has allowed us to more than double the output of fund factsheets each month. We are delighted to report that a very smooth, trouble-free implementation process was delivered on time and within budget”.

Paul Malone, Head of Retail Business Development at FundWorks, comments “FundWorks is delighted to add Prudential to its growing list of retail customers. The successful implementation of this project proves FundWorks continued ability to deliver efficient communication solutions to the asset management community. FundSource is the leading solution for the automated production of factsheets and is now being utilised to produce over 15,000 factsheets annually”.