SOLUTIONS FOR THE FINANCIAL SERVICES INDUSTRY, Capital Fulfillment Group represents the next evolution of high-end, web-based, business-to-business fulfillment capabilities. As financial industry veterans, our founders observed firsthand the lost opportunities that result from the use of fulfillment services that are not seamlessly integrated with sales and marketing. And critically, we know that revenue is lost when clients do not have the technology to improve marketing effectiveness, increase close rates and manage their communication resources.

CFGweb
Capital Fulfillment Group’s proprietary content & delivery management system, CFGWeb, a real-time ordering system that provides a comprehensive suite of sales and marketing functions that are completely internet-based. There is no costly software and integration into your company website is seamless. CFGWeb will support your sales and marketing efforts in real-time:

• Event & Tradeshow Management
• CRM & Contact Management
• Content Driven Catalogs: Literature, PodCasts, Premiums, Pdf's, etc.,
• Digital Toolbox - Variable Data Printing in an On-Demand Platform
• Presentation Creator - Online Bluebook and Presentations
• Subscription Management

The inclusion of CFGWeb in your program not only provides users and managers with all of the tools necessary to review material usage and precise costs in real-time, but it provides a virtual hub for all fulfillment access points — intranets, xtranets, public domain sites, CRM systems, and transfer agency transmissions. It is accessible in CFGWeb, in real-time. (After all, it’s all about communication)

CFG | FundWorks
FundWorks provides the leading solution for automating the production of factsheets, reports and accounts. The solution replaces the need for manually intensive data processes and is independent of data providers. This way, asset managers are offered increased flexibility in presentation and content.

CFG | Leadmark
The Leadmark Suite accesses the Discovery databases directly, supplying a powerful sales and marketing tools for clients who desire access to financial intermediaries. Leadmark allow users to access and analyze a wide variety of information quickly and efficiently over the Internet.

Content-on-Demand
Utilizing industry from recognized data sources including Frank Russell, Morgan Stanley Capital International, the Federal Reserve, the Bureau of Labor Statistics, and Standard and Poor’s, CFG’s Content On-Demand offering provides users with the ability to request compliance approved chart source charts and sales aids in a real-time, on-demand environment.

CFG | SalesForce.com
With CFG's appexchange interface we seamlessly deliver the contact management capabilities of Salesforce with the comprehensive tracking power of CFGWeb's literature interface.

CRM Integration
With CFGweb, companies can customize CapitalDIRECT to meet specific business requirements with unprecedented simplicity and speed. And because CFGweb is an on demand platform, these changes are immune to the complexities that customizations traditionally bring to software upgrades and other management tasks, freeing IT organizations from routine maintenance burdens.
CFG provides enterprises with the unique advantage of extending the benefits of the on demand model from application deployment to application development. Based on the latest open standards, CFG allows enterprises to create sophisticated CRM solutions that meet their specific business requirements with lower costs and fewer risks than packaged application software alternatives. Best of all, CFG takes the complexity out of creating highly customized applications and automating their deployment, management, and even upgrades.