Assette

I've met a ton of data engineers and analysts over the last couple of years. They are, sincerely, some of the greatest people. So it would pain me knowing they're dying inside while I asked for an obscure, one-off custom report I'll probably never use again. Do I need it ASAP? Reader, you know I do. That's why what Assette is doing is so interesting. While traditional platforms don't touch your data at all, Assette can perform complex calculations and transformations on your source data using modern data science principles. This is a game-changer for marketers looking to produce data-heavy documents and full-length reports. Platforms like Seismic simply can't handle the vast data and customization requirements needed to produce, say, quarter-end client reports for an investment firm. Instead they work on them, manually, for days. Right until the deadline. Tweaking data. Ensuring brand standards are applied consistently across dozens of clients. Tapping in IT, devs, analysts, and engineers when the data work eclipses what a marketer can perform or when the limitations of their software needs to be stretched. The old way is a drain. On marketing leaders, on the resources of IT and data teams, and on the quality of experience you can provide your clients and prospects. #assetmanagement #marketing #investment #data

Why do our users love Assette? ✅ Effortless Data Management: We take care of the complex data requirements, making it easy to generate highly customized client reports at scale. ✅ Focus on Innovation: With Assette, your team can focus on creating impactful, innovative content instead of wasting time tracking down data. ✅ Ease of Use: Our platform combines cutting-edge data science with an intuitive interface, empowering marketing teams to deliver exceptional results with ease. Tired fighting with sales and client enablement software that simply isn't built for asset management firms? It's time to get Assette.

In the last month, Assette has announced three consulting partners to the initial cohort of Assette Certified Experts. These firms - Cutter Associates, Olmstead Associates, and Acuity Knowledge Partners - are now uniquely positioned successfully implement Assette. They've seen first-hand the impact a fit-for-purpose solution makes for asset management firms. Simply put, traditional sales enablement software fails when met with the complex data and variety of outputs required by their sales, marketing, and client services teams. Some can do simpler content, 1-pagers and such. Assette automates the full spectrum of content to support the entire client lifecycle - from pitch books to complex, custom client reports. How? The Assette Data Engine. It uses modern data science principles to processes data on-the-fly while it travels from your sources to your content. Doesn't matter if you're operating on Excel files or a sophisticated Snowflake warehouse - we've got you covered. Thanks to Cutter, Olmstead, and Acuity for their support! We're looking forward to announcing additional partners in the coming weeks 👀

I’m proud to announce our third implementation partner, Acuity Knowledge Partners, has completed the Assette Certified Expert (ACE) program. Investment sales, marketing, and client teams are tired of wasting time pouring over complex investment data, making ad hoc updates to pitchbooks, presentations, and client reports. Assette software gives them the freedom to focus on their core KPI: growing AUM. Acuity Knowledge Partners is now uniquely positioned to successfully deploy Assette, run training and enablement programs, and ensure a smooth adoption of the software. Read more at https://lnkd.in/e3rZCnkg

We’re thrilled to announce that Acuity Knowledge Partners has achieved Assette Certified Expert status. As part of the first cohort of implementation partners to attain this certification, Acuity Knowledge Partners is now uniquely positioned to help asset management firms create and deliver impactful content to their clients and prospects. Sailaja Devireddy, Global Head of Financial Marketing Services shares her enthusiasm for this achievement: “We are incredibly proud to be among the first cohort of Assette Certified Experts. This certification reflects our dedication towards providing top-tier solutions to our clients and our commitment towards continuous improvement. We look forward to leveraging our new capabilities to help asset management firms enhance their client communications and drive growth.” Read more at https://lnkd.in/epYcNaQA

Congratulations to the Olmstead Associates team on achieving ACE Certification! We're thrilled to have you in our growing cohort of firms certified to successfully implement Assette at leading investment firms. The ACE program is designed to give consultants, developers, and marketers the hands-on experience they need to excel with Assette. Learn more about how hands-on training was instrumental in Olmstead's success: https://lnkd.in/eGBByQjH

“Companies want their technology to be easy to use and understand, and being ACE certified lets them know we have the ability to meet those goals. We can set them up for success.” - Austin Lewis, MBA, Manager of Client Experience, Olmstead Associates. Congratulations to the Olmstead team for their successful ACE Certification! Learn how instructor-led training ingrained how best to implement Assette at Olmstead's asset management clients: https://lnkd.in/e7TKah6P

We're excited to welcome Pete DeOlympio to our growing team. Heading up product marketing, Pete brings a wealth of knowledge and expertise that will help us drive innovation and elevate our product marketing strategies to new heights. Welcome!

We're thrilled to highlight that Cutter Associates has achieved ACE Status. Their team, led by Senior Director Barbara Thomas, CPA, PMP, has set a new benchmark by executing an Assette client implementation at a record pace. Barbara praised the comprehensive ACE training for providing the solid foundation necessary to deliver top-notch results for their clients. The ACE program offers hands-on experience and learning tailored to each individual's role, from initial setup to connecting data sources and editing and sharing critical content such as pitchbooks, client presentations, fact sheets, and due diligence questionnaires. Cutter Associates, as an early adopter of the ACE program, is leading the charge in helping asset management firms transform their data into meaningful, impactful, and accurate content. Barbara Thomas encapsulated the value of the ACE certification, stating, "Clients need someone that knows the system well. Having the ACE certification proves that your implementation partner can get you the most value from the system." For more information and to see how the ACE program can benefit your organization, visit https://lnkd.in/e4EXgDvz

Do Client Reports Reflect Your Brand? Do legacy reporting software and manual processes make your client reports look like they came from the 2000s? Do they reflect your brand and maximize your opportunity to convey your uniqueness. With Assette software, you can stand out from the crowd. Use “brand themes” and PowerPoint to make your client reports look great. There is no IT effort needed. Marketers use familiar tools to create pixel-perfect, customized reports.   https://lnkd.in/e-4P94M6 #fintech #clientreports #assetmanagement #investmentmarketing