Category Archives: Automating Investment Marketing Podcast
When discussing content automation goals, buzzwords like ‘streamlining’, ‘consistency’, and ‘efficiency’ are often tossed around. These are good goals to strive for, but can be difficult to achieve due to business reasons beyond marketing’s control. After all, the products represent different strategies, ages, data, and audiences; therefore, the literature has to reflect this. In the end, the main goal of content automation should be to make the process as simple as your firm’s business rules and product nuances will allow.
As we discussed in a recent post, the complexity of your fact sheets is one of the main driving factors behind the cost of implementing and maintaining an automated solution. In this blog post, we’ll identify and discuss the top 3 factors that complicate fact sheet automation:
When making an investment in marketing or sales technology, getting the implementation right is critical.
A recent article in Fund Technology states that third-parties are increasingly prevalent, but onboarding and vetting can be taxing. The decision to implement new technology adds short-term complexity and creates both financial and reputational risk.
No matter where you sit in your marketing or sales organization, chances are you’ve been exposed to the enormous undertaking of a marketing tech implementation. CRMs, marketing automation, and content management systems are critical and commonplace. Problematic Martech implementations often stem from a lack of time, budget, or resources. When an organization decides to minimize time, costs, and efforts at the outset, they limit their ability to actually achieve their goals.Read More
Listen to our guest, Stephen Pope, discuss how asset managers can create compliant marketing and sales processes that are also extremely efficient.
In this episode, we are joined by Stephen Pope, CEO and co-Founder of Red Oak Compliance. Stephen offers us some insight into the current issues and challenges he’s seeing with the marketing and sales process at asset management firms today. He explains how firms are creating marketing approval processes that salespeople will actually follow, and offers best practices for improving time-to-market of sales materials, such as a three-tier risk workflow system. Red Oak helps financial services companies improve their regulatory advertising review workflow processes. Their industry-leading web-based SaaS application, Admaster, helps firms get their materials approved and to market in less time, reduce regulatory risk, and improve efficiency. We hope you takeaway some useful ideas from this episode. Thank you for listening and enjoy the show!
Listen to our guest, Terry McDougall, provide expert advice on how to carefully evaluate content automation vendors, total enterprise costs, and ROI potential.
Terry McDougall, Founder and President of Bright Beam Consulting, sat down with Synthesis CEO, John Toepfer, to discuss best practices with regard to evaluating automation vendors and calculating TCO and ROI.
Bright Beam Consulting is a marketing strategy and coaching consultancy focusing on small and medium-sized businesses and specializing in the B2B space. Terry has had a long career in financial services marketing, including working with two major financial services organizations. Most recently, she was the US head of marketing for a major global asset manager selling investment products in North America, EMEA and APAC. With her 20+ years working in financial services, she brings valuable expertise to the conversation around evaluating vendors and making sound technology buying decisions. We hope you’ll take away some useful insights from this episode.