Category Archives: Content Automation

3 Ways Big Data Applies to Finserv Marketing

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BigData“Big Data” is a term you hear all the time these days. It may sound like something everybody needs, but what does it mean for finserv marketers? By Gartner’s definition, big data is “high volume, high velocity, and/or high variety information assets that require new forms of processing to enable enhanced decision making, insight discovery, and process optimization.”

Or, in layman’s terms, it’s large amounts of complex information that’s extremely valuable, but difficult to analyze and use.

As a software engineer for over 15 years, I’ve spent a great deal of my career specializing in handling complicated data related to automating and streamlining marketing and client communications efforts for financial services firms. When we talk about “big data” in the context of financial services, here’s what I see as being particularly pertinent to finserv marketers:Read More

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Proofreading Fund Documents Doesn’t Have to Be a Drag

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by Noah Menikoff 

Proofreading FactSheets

A good proofreader is hard to find. Ask any financial services marketer and they will probably tell you this is the worst part of their job – proofreading, editing and updating documents. It’s time consuming work and it takes an enormous amount of time, patience, attention-to-detail, and focus.

Manual proofreading not only requires time and patience, but it also involves thoughtfulness and empathy. Thoughtfulness is required to interpret what is not always an apples-to-apples comparison and empathy is important for evaluating information from the perspective of the end-user. With so many data points and documents to work with, even the most skilled proofreaders face the undeniable challenge of human error. Not to mention, it’s unsatisfying work that takes up time and resources.

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