FundWorks North America, a provider of straight-through client communication solutions, and Capital Fulfillment Group, a service provider of technology-based outsourcing solutions, have signed a distribution agreement covering Canada and the US for the provision of FundWorks outsourced and automated fund factsheet, marketing materials and web content solutions.
According to FundWorks, the availability of FundWorks’s solutions, to be co-branded as Capital Fulfillment Group (CFG) FundWorks, will provide investment management marketing operations with a comprehensive outsourced and automated service; starting from document and content management through to fulfillment.
CFG will provide local sales and support services from its operational headquarters in Boston, Massachusetts. The CFG FundWorks platform will introduce operational efficiencies to meet the demanding and complex marketing requirements for investment managers; in combination with a cost effective solution in times of restricted budgets.
Ric McConkey, president and CEO of Capital Fulfillment, said: I have been impressed with the depth of available functionality provided by FundWorks and their ability to provide robust, scalable solutions for the automation of factsheet production and integrated web tools. This fits perfectly with our growth strategy. We are very excited to be selected by FundWorks to represent and support them in North America.
Phil Goffin, CEO of FundWorks, said: CFG is the ideal business partner to bring our factsheet and web tool solutions to the North American market. They have a deep understanding of the industry and its requirements, the key contacts, and a solid reputation throughout Canada and the US.