2017 Exclusive Roundtable Report:
Trends in Investment Management Marketing & Sales
In May 2017, we brought together a group of 15 investment sales and marketing leaders from tier-one banks and investment management companies to talk about trends, challenges, and solutions for marketing and sales. Then, after analyzing the conversations, we created this exclusive report.
In this report, we share ideas and insights from our Roundtable discussion. Topics include:
- Customer-centric versus investment-centric marketing
- Marketing strategy in terms of branding, thought leadership, and sales support
- Lead generation, nurturing and account-based marketing
- Marketing technology, budgets, and the very painful buying process
- Analytics and tracking ROI
This report covers some of the topics addressed in the round table. But we don’t have space to cover everything here. So we will be blogging on some of the other topics we discussed. You can find these articles at www.synthesistechnology.com/roundtable
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About the Author:
“It’s rare that marketers from competing firms get to sit down together in a group and talk about their craft. I’m already excitedly waiting for next year’s meeting.” – Candyce Edelen, Event moderator and CEO of PropelGrowth