Category Archives: FinTech



The State of Sales and Marketing Alignment in Investment Management

Share Button

Investment sales and marketing alignment

It is universally understood in the marketing community that sales and marketing alignment is crucial to hitting revenue goals. Alignment around shared goals, technologies and processes allows you to monitor and optimize every stage of the buying cycle. Reports like this one from Marketing Advisory Network suggest that sales and marketing misalignment is not just a buzzword: companies are truly struggling with this reality.

But how aligned are sales and marketing teams at investment management firms, specifically?

We were curious. 

We hosted a private Marketing Roundtable discussion with sales and marketing leaders from top investment management firms. We wanted to learn more about the state of sales and marketing alignment at investment management firms. Here are a few notable takeaways we’d like to share:Read More

Share Button

Hail to the Roadies

Share Button

Hail to the roadies

There’s a real temptation in most aspects of life to focus on the headlines and not pay close attention to the subheadings, caveats, and gory details.

We see this in politics; The candidate says he or she will cut taxes or fund free yoga lessons for everyone (yeah!) but the guy talking about the programs that will go wanting or where the revenue will come from is a downer and his voice gets lost in the news cycle.

We see this in entertainment; The arena-filling rock band puts on a show for the ages, but there is no attention given to the artists mixing the sound to make it really rock in the acoustically-disastrous venue. Or, the logistics teams that figure out how to get nine semi-trucks full of equipment and crew from St. Louis to Chicago and setup for the next gig in 48-hours. (In one of my future-life alternate careers, I personally want to work in logistics for a multi-purpose arena and help organize its conversion from NBA setup, to hockey game setup, to Monster Truck setup, to rock venue and back again to NBA configuration – all in a 12-day period.)

We see it in the financial services business…Read More

Share Button

Trends in Asset Management Marketing: What to Expect in 2016

Share Button

Asset Management Marketing Trends 2016

(To read our blog on Trends in Asset Management Marketing for 2017, click here.)

You know that guy who always has something interesting to share and teaches you something new in each conversation? The guy that always seems to have a pulse on what’s currently going on in the industry? Andrew Corn, CEO of E5A Integrated Marketing, is “that guy” for me.Read More

Share Button

CEO Talks: Leveraging Data to Create Customer-Centric Pitchbooks

Share Button

By Emilie Totten

Financial Technology Forum 2015
Last month, our CEO, John Toepfer, was invited to speak at the Financial Technology Forum (FTF) held at Trump Tower in Chicago. This two-day event brought together CTO-level executives from Asset Management firms to discuss the issues around pitchbook automation, vendor management, CRM integration, data governance, and other IT-related topics. The Financial Technology Forum events are a division of Institutional Investor and held bi-annually for its members.Read More

Share Button

SIGN UP FOR OUR NEWSLETTER

Keep up to date with the latest news and insights.

Don't worry, you can unsubscribe at any time.

REQUEST INFO

Have a question, or need some more information? Contact us, we’d love to hear from you.

CONTACT US

We help investment companies automate for growth

 

Follow Us

What's Your Story?

We’d love to learn more about your situation and needs. To speak with one of our automation experts or see demos of our products, drop us a line using the form below or call us at 312-948-4949.

This exclusive report is available only to our subscribers. Please complete the form below to subscribe and receive a link to the file.
You may unsubscribe at any time