Delivers a personalized client experience
Deon Pillay – Head of Marketing Operations
10,000
Hours saved yearly across the sales force
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L&G Asset Management's purpose is to build a better society, while improving the lives of customers and creating value for shareholders. To do this they invest in long-term assets that benefit everyone from housing to renewable energy — calling it inclusive capitalism. This shapes the way they invest, plan, hire and do business.
The Challenge
Optimizing approval workflows and content strategy
L&G Asset Management had three main challenges around client engagement: compliance, content management, and content organization and access.
- The content was dispersed and stored in multiple repositories, making it difficult to manage content and version control. This created the risk of the wrong content being shared with a client at the wrong time.
- Client-facing teams could not easily find the latest content they needed, and marketing lacked deeper insight into what content was resonating both internally and with clients.
- Finally, client-facing presentations took a long time to build. The process was manual, inefficient, and error-prone.
