FundWorks and CFG sign strategic distribution agreement for retail fund marketing and communication solutions in North America

22 September 2008

FundWorks North America, LLC (FundWorks) and Capital Fulfillment Group Inc. (CFG) jointly announced the signing of a strategic distribution agreement covering Canada and the United States for the provision of FundWorks outsourced and automated fund factsheet, marketing materials and web content solutions.

CFG has been providing the financial industry with fulfillment solutions and marketing consulting expertise for over eight years building a creditable customer base in both Canada and the United States. The availability of FundWorks’ solutions, to be co-branded as CFG FundWorks, will provide investment management marketing operations with a comprehensive outsourced and automated service; starting from document and content management through to fulfillment.

CFG will provide local sales and support services from its operational headquarters in Boston, MA. The CFG FundWorks platform will introduce unparalleled operational efficiencies to meet the demanding and complex marketing requirements for investment managers; in combination with a cost effective solution in times of restricted budgets.

“I have been impressed with the depth of available functionality provided by FundWorks and their ability to provide robust, scalable solutions for the automation of factsheet production and integrated web tools”, said Ric McConkey, President and CEO of Capital Fulfillment. He added, “This fits perfectly with our growth strategy. We are very excited to be selected by FundWorks to represent and support them in North America”.

Phil Goffin, CEO of FundWorks, said “CFG is the ideal business partner to bring our factsheet and web tool solutions to the North American market. They have a deep understanding of the industry and its requirements, the key contacts, and a solid reputation throughout Canada and the USA.”

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