Back to Case studies
In design as well as production, fact sheets present complex problems that require simple solutions. Our expertise in this area ranges from hosting and manual production to working with automated production houses.
- Single template system that works across US, EU, UK jurisdictions
- Multi-channel use: institutional, advisor, retail
- Template variations accommodate commentaries and fund-specific marketing sheets
- Anticipates needs of automated production, translation, format/media shifts
- Disclosures are modularized and significantly shorter
- Two previous in-house efforts to systematize ended in failure; carrotized templates remain in use after 5 years with virtually no changes
Value Assessment Report
In this project, More Carrot has demonstrated its ability to transform comprehensive, complex and highly granular data into a report that is conc...
Golden Source Prospectus
Emerging as a new standard for the industry, More Carrot’s golden source prospectus combines efficiency, cost savings, strong legal protect...
New Account Application
The transition from prospect to customer is one of the most important touchpoints. A highly usable account opening form sends the right message t...