ASSET MANAGERS

Transforming investment content into measurable engagement

Helping asset managers maximise the reach, impact and effectiveness of research, product and investment content.

THE CHALLENGE

Industry challenge

Asset managers create substantial volumes of investment content, product information and market insights.

However, ensuring that this content reaches the right audiences, is actively consumed and contributes to commercial outcomes remains a significant challenge.

Distribution teams often have limited visibility into how content is being used and which materials are driving engagement.

Why it matters?

01 Content has become one of the most important assets available to modern distribution teams.
02 Firms that can activate content more effectively are better positioned to support intermediaries, strengthen relationships and improve distribution outcomes.

How does Upscale help?

How Asset Managers Use Upscale

Research distribution

Transform and distribute investment research across multiple digital channels. Ensure timely delivery while providing greater visibility into how audiences engage with every publication.

01

Research distribution

Fund launch campaigns

Support successful fund launches with coordinated, multi-channel campaigns. Repurpose content, accelerate distribution and keep advisers and investors informed throughout the launch lifecycle.

02

Fund launch campaigns

Intermediary engagement

Strengthen relationships with distributors, advisers and platforms through timely, relevant communications. Deliver engaging content that supports education, product awareness and ongoing engagement.

03

Intermediary engagement

Product marketing

Bring investment products to market with engaging digital content and consistent messaging. Transform complex product information into accessible formats that improve understanding and increase reach.

04

Product marketing

Investment thought leadership

Extend the impact of market insights and investment expertise by transforming long-form content into engaging digital formats that increase visibility and reinforce your brand.

05

Investment thought leadership

Distribution intelligence

Measure how distributors, advisers and investors engage with your content. Gain actionable insights that help optimise campaigns, refine messaging and improve distribution effectiveness.

06

Distribution intelligence

Positive outcomes

Increase content consumption

Improve intermediary engagement

Support distribution teams

Accelerate content activation

Measure effectiveness more accurately

The benefits of sales enablement

The industry is at a crossroads. Companies that embrace sales…
Private Bank

Why it matters in a trust-driven business

The industry is at a crossroads. Companies that embrace sales…
Engagement

What sales enablement means for wealth managers

They also help relieve pressure on client-facing teams, who can…
CIO

Understand the game of Finance

They also help relieve pressure on client-facing teams, who can…
Technology
Get in touch