Category Archives: Content Automation



Upscaling Your SMA Distribution Efforts

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SMA distribution pitchbook automation synthesis technology featured imageSeparately Management Accounts (SMAs) are on a roll. Traditionally designed to target the wealthiest individuals and families, defined benefit plans and endowments, they’ve often been treated as a niche product or a way for managers of mutual funds to manage multimillion-dollar portfolios directly.

But that’s changing. According to research from Cerulli, assets held in SMAs grew by 34% year-over-year from the first quarter of 2020 to the first quarter of 2021 and now command a 16% share of the $9 trillion held in managed accounts. Cerulli’s research also indicated that advisors planned to boost their usage of SMAs by 19% in 2022 while reducing the use of mutual funds by 12%.

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The Growing Importance of ADA Compliance for Accessible Investment Marketing Communications

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Investment Marketing ADA Compliance

This is a guest post by Jen Goulden, M.A., EDP, UEB Technical Accessibility Compliance Specialist at Crawford Technologies.


If you’re in the field of investment marketing operations or communications, you have already heard of document accessibility and ADA compliance. Accessibility is about conformance to a standard such as WCAG 2.0/2.1 or PDF/UA. So, what exactly is meant by the term ADA compliance, and what is the Section 508 ICT Refresh?

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Beyond Alignment – Marketing & Sales Collaborating Through Content Automation

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Sales and Marketing Alignment Through Content Automation

Guest post by Marianne Hewitt from The Growth Strategy Group.


The conversation about investment marketing and sales alignment began over a decade ago. After ten years, less than 50% of organizations surveyed said they aligned appropriately to achieve the financial results for which they are accountable.

The resistance persists because achieving the synergies between marketing and sales is not viewed as transformational. It does not get the top-down executive support it requires. Nor does it get the governance structure that major transformation initiatives require to succeed.

There was a point in time when alignment between the two organizations made perfect sense. In today’s digital world where buyers prefer digital self-service (Figure 1) and remote human engagement, it is no longer the right way to think about the relationship between marketing and sales.

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Why Firms Automate The Investment Data Processes

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Investment Firms Automate Data Process To Focus On Building Investor Relations

Asset management firms that don’t automate the investment data processes pay the price every quarter in the form of time-consuming manual work, as well as the risk of human errors. The costs – including the opportunity costs – add up significantly over time. At a recent webinar, we explored how asset managers can get off the quarter-end hamster wheel forever and achieve long-term ROI through effective data automation. Below are some highlights from the conversation.

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