CHALLENGE:
An equity research area of a global financial institution needed
to create and distribute reports in HTML format and to meet management’s
challenge for readership metrics.
SOLUTION:
SumNet’s developers designed easy to use templates that allowed the
equity analysts to create research simultaneously in HTML, pdf, and
text formats. The templates ensured uniformity of design to comply
with internal standards and enhance brand identity. The system
provided an easy to use web interface and important tracking
information including:
How many emails were sent
How many emails and linked documents were opened
When individual recipients opened their emails and linked documents
Which emails were bounced back
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