Services : Case Study : FTI Factsheets
- Client - Franklin Templeton
- ROI - Less than 8 months
- Platform - Windows NT
- Database - SQL Server
Franklin Templeton Investments is one of the leading suppliers of financial investment products and part of the Franklin Templeton Group, with over $250bn under management
The ProblemEvery month Franklin Templeton Investments produce and distribute 1200 factsheets for individual and institutional investors in Europe. The factsheets are distributed on paper and via Franklin Templeton Investments' web site and contain up-to-date information on the performance for all the funds sold by Franklin Templeton Investments throughout Europe. Factsheets are produced for ten different countries, in nine different languages and distributed in four formats: as documents, spreadsheets, web pages and PDF files for downloading from the web.
In the past, Franklin Templeton Investments had to produce the factsheets manually each month. They turned to Electrum to create an automatic factsheet publishing system to dramatically reduce timescales and monthly costs.
The Solution- ROI within 8 months
- Much shorter production cycles
- Accurate and consistent data in all languages
The system generates factsheets from a funds database - in Franklin Templeton Investments' case the data is automatically entered into the database from existing data sources and spreadsheets, but the system could use an existing database. Using a central database ensures that all the data in the factsheets is consistent and correct. It also enables historical information to be collected, used and analyzed.
The generation phase takes a matter of minutes to take the data from the database and incorporate it into the factsheets for every country in Europe. The generation phase uses Word, Excel and HTML templates that enable each country to customize the factsheets to meet their own needs. Templates make maintenance easy and enable the content of the factsheets to be quickly changed and checked by anyone in the company using familiar tools.
The factsheets contain text, tables and charts. The charts are created using Excel templates. This enables data in the funds database to be included in the factsheets, other documents or web pages, in a variety of attractive styles that are easy to change.
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The system has been generating factsheets for the last 8 months for 9 different countries, with new countries coming on stream every month. This has resulted in significant cost savings to Franklin Templeton Investments per month and a return on investment within 8 months. The flexibility of the new system means that new services, such as HTML factsheets for Franklin Templeton Investments web sites, have been added with no recurring monthly costs.
Latest Factsheets:
English language PDF factsheet
| Feature | Benefit |
|---|---|
| Automated document publishing | Much faster factsheet production cycles |
| Direct data import | Accurate and error free data |
| Multiple document type support (PDF, Word, HTML) | Populate many different types of document with the same data automatically |
| Multiple language support | Create factsheets simultaneously for many countries |
