Lloyds Banking Group (LBG) has extended managed factsheet service deal with Factbook, a provider of fund reporting, marketing and data management solutions.
LBG have chosen to migrate their Bancassurance factsheet production for both Halifax and Bank of Scotland to Factbook’s fully managed production environment, building upon the success of the earlier Clerical Medical factsheet project.
This latest roll-out sees peak monthly document delivery from the LBG production platform almost double to in excess of 250 retail fund factsheets.
Factbook Client Service director Marc Dukes said as ever, it is always a pleasure to see a longstanding client relationship developing in this way.
“Over the past two years we have built a close working relationship with Lloyds, through which we have been able to successfully deliver multiple projects, servicing a wide range of investment products, for a number of the group’s key brands,” Dukes said.