Products : Case Study : FTI

Company Profile

Templeton Investment Management is one of the leading suppliers of financial investment products and part of the Franklin Templeton Group, with over $200bn under management

The Problem

Templeton had a business requirement to produce and distribute hundreds of factsheets for individual and institutional investors throughout Europe. These needed to be distributed on paper and via Templeton's web site in 10 different languages to 12 countries.

They quickly realised that manual production wouldn't scale and turned to Factua for help, 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 imports data from existing data sources and spreadsheets, into a database enabling 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.

Outcome

The system has been generating factsheets since 1997 resulting in significant cost savings to Templeton 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 Templeton web sites, have been added with no recurring monthly costs.

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