All posts by Emilie Totten

Emilie is Head of Marketing at Synthesis. Emilie earned her B.S. in Advertising from the University of Illinois at Urbana-Champaign. She has 15 years of integrated marketing experience in the financial services, technology, and healthcare industries. She lives in Chicagoland with her husband, two kids and two cats. When she isn't marketing or parenting, she can be found practicing yoga or reading a good book.


Account-Based Marketing for Investment Management Marketers

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The following is a guest post by Candyce Edelen, CEO of PropelGrowth Financial Marketing & Content StrategyThis post originally appeared on the Propel Growth blog.

Account-Based Marketing for Investment Management Companies

Account-based marketing (ABM) can be a powerful marketing strategy for the investment management or asset management industry. This is particularly true when investment managers target institutional investors or sell through intermediaries. Both of these client bases have complex decision processes that involve a number of influencers. Account-based marketing approaches can help investment management marketers improve marketing ROI and have a more direct influence on revenue.Read More

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Key Findings from our Second-Annual Investment Marketing Roundtable

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Investment-Marketing-Roundtable-Landing-Page

In May 2017, we hosted a private roundtable, moderated by Candyce Edelen of PropelGrowth. At the table were 15 senior marketers from various investment management firms. This was our second annual event, with about half of the participants returning from last year. The participant firms included boutique asset managers, medium-sized regional and global investment firms, and 3 of the top 20 global asset managers. AUM for the firms represented ranges from $20 Billion to more than $2 Trillion. All of the participants serve multiple channels including institutional (trusts, foundations, pensions, corporations, etc.), intermediary and direct retail advisor channels.Read More

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Why Outsourcing your FactSheets to a Service Bureau is Risky

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outsourcing factsheet automation to a service bureau is riskyEvery investment marketer would love to get tedious tasks, like updating factsheets, off of their plate. Automation is a great way to accomplish this. When you’re considering how to automate your factsheets or other investment marketing collateral, there are essentially four different approaches you can consider.

Your options are:

There are pros and cons with each of these options and, depending on your firm’s situation and goals, one of these options will be the best fit. Firms operating under tight budgets and resources will often gravitate toward the first option on this list — outsourcing factsheets to a service bureau. The manual production of marketing collateral like factsheets, commentaries, and client reports is labor-intensive and laden with risk. Not to mention, it’s often the least gratifying work that the marketing team does. “Kicking it over the fence” to a fully outsourced service provider often seems like the most attractive option. Read More

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[Podcast] Asset Management Marketing Trends with Andrew Corn

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Andrew Corn

Listen to our guest, Andrew Corn, discuss the top trends in asset management marketing

Andrew Corn, CEO of E5A Integrated Marketing, sat down with myself and Synthesis CEO, John Toepfer, to discuss emerging marketing trends in 2017. The discussion revolves around how automation continues to play an important role, making it easier for marketers and salespeople to be customer-centric in their approach. In this episode, we discuss data analysis as a differentiator, the role of ETFs in the retail and institutional space, the challenges with using Microsoft-based products like Excel and PowerPoint for automating content, and the adoption of content usage analytics. This episode brings important insights to investment marketers, salespeople, and executive management.

Andrew Corn is CEO of E5A Integrated Marketing in New York. Before starting E5A, Andrew was the CIO of Beacon Trust and Clear Asset Management. He has led the development of a multi-factor model to manage long only equities, designed ETFs, and managed two hedge funds. At E5A he helps companies leverage digital media and technology to grow revenue through systematic and programmatic marketing, and advertising, of course while adhering to industry regulations.

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