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Reg D Investment Campaign Tracker . The Challenge:. With a burgeoning Alternative Investment product offering Ziegler was required by regulatory agencies to track all marketing efforts. The Solution:.

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reg d investment campaign tracker
Reg D Investment Campaign Tracker

The Challenge:

With a burgeoning Alternative Investment product offering Ziegler was required by regulatory agencies to track all marketing efforts.

The Solution:

A MS Access Database prototype tracks by product, client and broker, all marketing communications materials delivered to the client.

Prototype was used to further identify requirements for Enterprise wide tracking and accounting system.