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.


The State of Sales and Marketing Alignment in Investment Management

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Investment sales and marketing alignment

It is universally understood in the marketing community that sales and marketing alignment is crucial to hitting revenue goals. Alignment around shared goals, technologies, and processes allows you to monitor and optimize every stage of the buying cycle. Reports like this one from Marketing Advisory Network suggest that sales and marketing misalignment is not just a buzz word: companies are truly struggling with this reality.

But how aligned are sales and marketing teams at investment management firms, specifically?

We were curious. 

In May of this year, we hosted a private Marketing Roundtable discussion with sales and marketing leaders from top investment management firms. We wanted to learn more about the state of sales and marketing alignment at investment management firms. Here are a few notable takeaways we’d like to share:Read More

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Deliver the Perfect Selling Experience

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By Carson Conant, CEO at Mediafly

Delivering the Perfect Selling Experience

The following is a guest post by Carson Conant, Founder and CEO at Mediafly. It addresses the quickly-evolving enterprise mobility trend, what it means for B2B salespeople, and how Marketing and Sales can work together to transform the customer experience.

Buyers are changing, and rather than recoil at headlines like “Death of a (B2B) Salesman,” companies need to face that changing landscape head-on. I want to take a moment to look back at 2015’s industry trends, how we see the role of the B2B salesperson evolving into 2016 and beyond, and how companies can transform and not get left behind.Read More

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Trends in Asset Management Marketing: What to Expect in 2016

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Asset Management Marketing Trends 2016

(To read our blog on Trends in Asset Management Marketing for 2017, click here.)

You know that guy who always has something interesting to share and teaches you something new in each conversation? The guy that always seems to have a pulse on what’s currently going on in the industry? Andrew Corn, CEO of E5A Integrated Marketing, is “that guy” for me.Read More

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CEO Talks: Leveraging Data to Create Customer-Centric Pitchbooks

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By Emilie Totten

Financial Technology Forum 2015
Last month, our CEO, John Toepfer, was invited to speak at the Financial Technology Forum (FTF) held at Trump Tower in Chicago. This two-day event brought together CTO-level executives from Asset Management firms to discuss the issues around pitchbook automation, vendor management, CRM integration, data governance, and other IT-related topics. The Financial Technology Forum events are a division of Institutional Investor and held bi-annually for its members.Read More

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