Rationalising an investment business’ data flow and validation procedures as part of the new website fund centre creation

BACKGROUND   

EdenTree, a provider dedicated to responsible and sustainable investing since 1988, was looking to replace the burdensome process of fund data publication on their website. It involved a complex exercise of building widgets and pulling data, making it difficult to manage and time-consuming. The business recognised the need to refresh their website and rationalise the process to align with industry standards, meet user expectations and effectively create a tool facilitating client engagement and supporting revenue. This led to a decision to create a new generation fund centre. 

OBJECTIVES    

In order to reduce the time required to add new funds and improve user experience, some of the functionality EdenTree required included more efficient data flow and interactive features.   

• Streamlined & simplified 
• Aligned with standards 
• Improved user experience 
• Time saving 
• Enhanced data & validation 
• Consolidation 
• SDR fund centre  
• User MI & feedback 

 ACHIEVEMENTS   

Thanks to the implementation of their new fund centre, EdenTree enjoyed a number of benefits: 

Streamlined fund launch process on their website along with simplification and reduced complexity, improving efficiency and making it less time-consuming. 

New fund centre implementation and development which aligns the business with industry standards, features improved user interface and interactive charts. 

Lower maintenance requirements and reduced time to add new funds which, after the implementation, decreased around 20%, allowing the Marketing Team to focus on their core objectives of supporting revenue generation and BAU. 

Improved data flow and validation processes, reducing the risk of misinterpretation and ensuring more accurate and reliable data management. 

Creation of a Sustainability Disclosure Requirements (SDR) fund centre as one of the first asset  managers, and for multiple funds, positioning EdenTree at the forefront of compliance with the new UK regulation. 

Establishment of a strong foundation for future enhancements and improvements based on ongoing monitoring and user engagement.  

Part of a workflow with the ability to increase FE fundinfo product stack to further benefit from consolidation of fund lifecycle functions such as cost savings, risk mitigation and automation.