With its personal fund price newsletter, asset manager MEAG is able to make its products and services visible. This investor service is an ideal way for MEAG to implement its service strategy – automated and seamless. This is because the specially developed content app brings together all the content individually in the Inxmail email marketing platform and sends it out to specific target groups.
![[Translate to English:] Logo der MEAG in schwarzen Buchstaben, schlicht und modern gestaltet.](/fileadmin/assets/warum/case_studies/MEAG/inxmail-referenzbild-logo-meag.svg){kind=logo}
![[Translate to English:] Darstellung einer MEAG-Webseite auf einem Laptop und einem Tablet. Auf dem Laptop-Bildschirm ist ein Anmeldeformular für den Fonds-Newsletter zu sehen, während auf dem Tablet die aktuellen Fondspreise in einer Newsletter-Darstellung angezeigt werden.](/fileadmin/_processed_/3/0/csm_inxmail-referenzbild-case-study-meag-laptop-tablet-1100-614_76a5654923.png)
Newsletter subscription for non-visible products
Investment funds are products that are not tangible or usable after purchase. When a customer invests in a fund, they cannot establish a “personal relationship” with this product, as they would be able to with a tangible commodity, for example. This makes the service surrounding the product all the more important for the customer. The MEAG fund prices newsletter was developed for this purpose. Customers can register for this subscription service immediately after making a purchase and select which fund prices they want to be informed about and how often (daily, weekly or monthly).
Previously, fund data was maintained manually at MEAG and sent via a proprietary email marketing solution. This approach was very time-consuming. The goal was therefore to reduce the effort for this important information service to a minimum.
Individual newsletters as and when required
Once customers have opted for one or several investment funds and wish to be kept up to date on current fund prices, they simply register for MEAG's fund price newsletter. On the registration page, they enter their email address and select the funds on which they wish to be informed. Finally, they indicate how often they wish to receive the newsletter. As soon as the customer has clicked on the double opt-in confirmation link, the newsletter subscription is activated and they immediately receive a welcome mailing with an overview of the selected fund prices.
The recipient can adjust the subscription at any time if they want to receive other fund prices or change the frequency of delivery. At the end of each newsletter, they will find a link to the settings as well as an unsubscribe link.
Specially developed app generates and sends send-time content
Newsletter subscription registrations and cancellations are managed and stored exclusively in the Inxmail platform database. The customer-specific settings for fund prices and sending frequency are also documented in detail there.
As an asset manager, MEAG is legally obliged to determine fund prices once a day and to publish these via various sources (e.g. daily newspaper or website). For this reason, the internal fund management determines the prices daily. This data is sent to a special external service provider, which processes it accordingly and then transfers it to Inxmail as an XML file. The content app in Inxmail, developed specifically for MEAG, checks daily within a certain period of time to see if new data is available. If so, the app creates a suitable newsletter based on the customer-specific settings in the database and the fund prices supplied. This is send-time content at its best: the data is pulled at the time of sending and personalized data from the Inxmail platform is added – all automatically and without editing options. Preset target groups for the sending frequency ensure that the recipient receives the information exactly when they expect it.
More efficient and error-free processes
Thanks to the automated solution with Inxmail Professional, employees can create the important fund prices newsletter much more quickly. This allows MEAG to optimally implement its service strategy. Once set up, the newsletter offers added value for customers – as evidenced by the increasing number of recipients.
Employees use the freed-up resources for editorial work and investor communication, which refers customers to other information services. For example, a new newsletter format has been developed on the subject of markets and trends, which provides subscribers with detailed information on asset management.
MEAG stands for the capital investment of Munich Re (Group): 140 years of experience, 130 investment managers and assets of €270 billion (as of June 30, 2019). This makes the company one of the most important players in the international financial sector. MEAG manages all the main asset classes, such as interest-bearing securities, equities and real estate, as well as investments in renewable energies and infrastructure. Its global presence, with units in Munich, New York and Hong Kong, enables efficient market development on a global scale. The investment managers pursue a stringent and risk-controlled investment approach with the aim of achieving above-average long-term performance for investors.
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