View all newsletters
Receive our newsletter - data, insights and analysis delivered to you
  1. Technology
September 24, 2008updated 06 Sep 2016 3:02pm

FundWorks and Capital Fulfillment sign distribution agreement

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.

By CBR Staff Writer

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.

Content from our partners
Scan and deliver
GenAI cybersecurity: "A super-human analyst, with a brain the size of a planet."
Cloud, AI, and cyber security – highlights from DTX Manchester

Websites in our network
Select and enter your corporate email address Tech Monitor's research, insight and analysis examines the frontiers of digital transformation to help tech leaders navigate the future. Our Changelog newsletter delivers our best work to your inbox every week.
  • CIO
  • CTO
  • CISO
  • CSO
  • CFO
  • CDO
  • CEO
  • Architect Founder
  • MD
  • Director
  • Manager
  • Other
Visit our privacy policy for more information about our services, how Progressive Media Investments may use, process and share your personal data, including information on your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.