How A Financial Services Firm Increased its Deliverables by 25%, With Fewer Staff, After New US Regulations

by Laurie Lande
Published on 5/15/2007

In an era of increasing federal regulation and greater competition in the mutual fund market, a financial firm found itself needing to modernize its marketing efforts. Rydex Investments, a private company that sells funds and other financial products primarily to institutional investors, decided to try some new techniques to get its sales materials quickly into the hands of prospective customers.

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