All posts by Rachel Totten

Rachel is a Marketing Intern who has a Bachelor Degree in Business specializing in Marketing. She has 7 years of marketing experience within various industries. Recently, she moved here from Dallas because she has always been obsessed with Chicago. Along with The Windy City, she enjoys traveling all over, listening to good music, and cooking (and eating) delicious food.


The 3 Ways to Approach Content Automation

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3 ways to approach content automation

By Rachel Totten

Due to the competitive nature of the financial services industry, content automation has become a strategic priority for many.  With a finish line goal to improve scalability, risk management and brand compliance, the race is on to improve marketing and sales operations.  The challenge firms face is knowing how to approach content automation.  Is it better to build or buy?  What are the differences between the leading vendors, and their approaches?

In 2017, we commissioned some research on how asset managers are automating content production.  The research found 3 common models: Fully outsourced, DIY, and hybrid.  Here’s a brief description of each and the pros and cons.

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