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Automation and Personalization

By: Steve Victore

Automation and personalization now go hand in hand, thanks to FundRunner Marathon, which allows users to distribute personalized documents to multiple contacts with the click of a button.

FundRunner Marathon, an advanced investor relationship management solution on the market, comes equipped with powerful reporting automation communications engine (RACE) functionality. This allows you to:

  • Distribute emails with personalized or static documents to one or more email address per contact
  • Query the database to select contacts in various groups, including those linked to investments (such as accountants or financial advisors)
  • Personalize the body of your email and make use of rich text formatting capabilities
  • Use a department email address to send out the RACE rather than your personal email address
  • Send RACE output to a printer, file location or an external FTP site
  • Preview the RACE by sending a test submission prior to sending it out to your contacts
  • Preview each recipient's personalized documents within the RACE prior to sending
  • Create a record of the RACE with attachments for each recipient, at both the contact and RACE section levels, in order to comply with your compliance tracking requirements
  • Benefit from secure set-up that allows only authorized users to be able to send out RACE communications
  • Create follow-ups after the RACE is sent to alert the user(s) to send out the distribution again
  • Reuse the RACE as often as you like while also maintaining the original contacts, email body copy and personalized reports

To receive your powerful demo of FundRunner Marathon, ask your representative about SS&C FundRunner Marathon solutions by contacting Steve Victore at 212-367-4746 or svictore@sscinc.com

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