The CCOs #1 Last-mile Problem; Marketing and Advertising Errors

People. Your people. All those hard-working, well-meaning folks who support your firm’s marketing presentations.

And every one of them is just a fat finger away from making a last-mile mistake.

And that’s a problem for you as compliance professional. Because while to err is human, regulators don’t care. And they aren’t likely to be forgiving, either.

Consider these 2 common human-introduced data errors:

1. Linking marketing presentations to manual spreadsheet data.

All it takes is a broken link or wrong cell reference, and you’ve got incorrect performance data in your marketing presentation.

2. Recycling performance data across multiple marketing materials.

Finals presentations. Fact sheets. Client reports. All created from different systems. Someone’s in a hurry and copies performance data from one into another and suddenly you have non-compliance-approved or outdated information in a marketing document or client report.

Anytime there are human touch points involved in calculating, combining or updating performance information, there is potential for error!

Assette leads the industry in identifying last-mile problems like these—an idea that the NSCP, IAA and the CFA Institute have highlighted. Click below to read the Executive Summary of our paper discussing last mile issues and recommended solutions.

READ EXECUTIVE SUMMARY

Assette is also the industry leader in solving last-mile problems with cloud-based software that automatically integrates data from your accounting and analytics systems to generate marketing material and eliminate manual work.

If you’d like to learn more about how Assette can help your firm avoid last mile issues, please click here.

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