Category Archives: Automating Investment Marketing Podcast



[Podcast] The Future of Sales Enablement for Asset Managers with Matt Suggs

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Matt Suggs

Listen to our guest, Matt Suggs, discuss the future of sales enablement — “Evolved Selling”.

Matt Suggs, EVP of Sales and Customer Success at Mediafly, sat down with myself and Synthesis CEO, John Toepfer, to discuss the future of sales enablement.

Matt is A 20-year software sales veteran with experience working for industry giants like Oracle and SAP Ariba. In this episode, he offers insight into why B2B buyers hate being sold to and how asset managers can use technology to provide a truly engaging and compelling client experience. Some of the topics we touch on in this episode include the four pillars of “evolved selling”, why mobile technology lines are becoming blurred, the true meaning of personalization, and how interactive experiences are directly impacting sales success and bottom-line revenue. We hope you’ll take away some useful insights from this episode.

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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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