Stop Waiting on the Data Warehouse
Are you tired of waiting for your data warehouse to deliver results? Meanwhile, you are stuck in an endless loop of copying and pasting data – wasting valuable hours – with no end in sight.
What if you could sidestep the data warehouse?
Why Data Warehousing is Holding You Back
- Your investment data originates from core systems like IBOR, ABOR, and attribution applications – these systems are the sources of truth at investment firms.
- A data warehouse can only capture a snapshot of these sources, and capturing a true copy requires a lot of IT work.
- Sales enablement and client reporting software requires a copy of the snapshot loaded to their systems.
Making copies of a copy inevitably leads to errors and inconsistencies despite the best efforts to synchronize across applications unless proper knowledge and technical effort is put into data synchronization. This takes years of work.
The result – your marketing team continues the copy-and-paste cycle and is forced to double check everything before sending content to clients and consultants.
There’s a better way – get the right data, right now
Assette’s Data Engine provides a powerful alternative to the long waits and complexities of data warehousing. Whether you’re just starting your data journey or have a partially built warehouse, Assette allows you to automate content creation today while your IT team builds for the future.
Focus on what’s important: providing an exceptional client experience and wowing your prospects with compelling client and sales content – on-time and on-brand, every time.
Direct Data Streaming
Assette connects to your core data sources, eliminating the need to store data in multiple locations. The Data Engine taps in directly, ensuring your data flows seamlessly into your content.
Modern Data Science Methods
Transform data in real-time as it moves from your sources to your content. With Python-powered Data Blocks, you can handle transformations, calculations, and data validation in memory.
Unified Content Factory
Assette provides an end-to-end solution for automating marketing and client content. We cover the entire stack: data, authoring, and delivery of all content types. Stop wasting time managing multiple vendors.
Exponential Reuse
When you create data and content components in Assette, they can be used across all content types. A chart that shows sector allocation can be easily added to pitchbooks and client reports. Assette enables your content to compound exponentially.
How it works
APIs and direct database access seamlessly connect Assette to any system—FactSet, Bloomberg, performance, accounting, and/or your data warehouse.
- Data engineers and analysts use the Data Engine to transform your source data using modern data science principles.
- Transformed data flows into Authoring Tools, where marketers create content at scale.
- Sales and client services teams use the Content Hub to find and deliver content and analyze usage and engagement.
By streaming source data directly through Assette, you don’t need to make yet another copy of data in sales enablement and reporting systems.
Why it works
Technological and source system advancements now make it possible to stream your data from sources to content. It is like streaming movies instead of using DVDs:
- Vendors of investment systems have opened APIs and other ways to easily access data.
- Modern data science methods facilitate creating data pipelines using Python allowing you to transform data faster and easier.
- The power of cloud-computing allows moving massive amounts of data and in-memory transformations.
What We Automate
Assette changes the way you communicate investment results by making personalized content creation easy. Create stunning pitch books, client reports, fact sheets, and more while your competitors are wasting time manually scrubbing data and laboring over brand guides.
RFPs & DDQs
Let AssetteAI answer RFPs and questionnaires so you don’t have to hunt for information.
Presentations
Customize your client and sales presentations in minutes so your team can focus on building relationships.
Factsheets
Automatically produce on-brand and compliant factsheets at scale with no manual work.
Client Reports
Create, review, and deliver accurate and engaging client reports and fill out custom client templates in hours instead of weeks.
Commentary
Narrate the numbers with AssetteAI so you can focus on explaining the thinking behind the numbers.
Client Portal
Increase transparency and trust with 24/7 access to data and documents.
Partners that Automate Content
Leading consulting firms are ACE-trained to implement Assette. They know how to put
your data to work today to automate content.
See it in action
Book a demo today to see how Assette is changing the game for asset management firms.