1 / 1

Reg D Investment Campaign Tracker

Ziegler implemented an MS Access Database prototype to track marketing efforts efficiently, ensuring compliance with regulatory agencies. The prototype accurately monitors marketing materials delivered to clients, aiding in developing enterprise-wide tracking and accounting systems.

layne
Download Presentation

Reg D Investment Campaign Tracker

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. 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.

More Related