CM-CIC Asset Management Success Story

Case Study

Every month, CM-CIC Asset Management produces two-page investment fund fact sheets that include financial data in text, table, and graph format. Available on the bank’s networks, the fund fact sheets are a significant source of financial information for members as they indicate investment fund trends.

However, with a highly manual process for collecting data from complex sources, the publishing workflow was time-consuming and the team was not able to produce fund sheets as quickly or effectively possible.

With content automation solutions from Quark, CM-CIC was able to increase the amount of fund sheets produced each month from 150 to 400 in a third of the time, all within a secure and reliable workflow.