Category Archives: Compliance



What Can Marketers Do to Grow AUM in 2019?

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How Investment Marketers Can Grow AUM in 2019
By Emilie Totten

As we enter a new year, the shift from active to passive investing continues to drive significant change for investment management sales and marketing. Very recently, I had the pleasure of interviewing Sandra Powers Murphy and Donna DiMaria to discuss what marketers can do to grow AUM in this very challenging environment.

I first became acquainted with both women through the 3rd Party Marketers (3PM) Association, where Powers serves as President and DiMaria as Chairwoman.  In addition to 3PM, Powers and DiMaria both act as CEO and CCO of their own third-party marketing firms, Ark Global and Tessera Capital Partners, respectively. Their firms provide outsourced strategic sales and marketing services to institutional asset managers who lack adequate internal resources.

According to DiMaria, operational efficiency in sales and marketing has become imperative, and asset managers are taking note. “Firms are looking to be more efficient, doing more with less resources both in terms of bodies and budget. And that is leading to consolidation, outsourcing, and automation. The status quo isn’t working anymore so, in a way, the market is recreating itself,” she said.

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The 3 Ways to Approach Content Automation

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3 ways to approach content automation

By Rachel Totten

Due to the competitive nature of the financial services industry, content automation has become a strategic priority for many.  With a finish line goal to improve scalability, risk management and brand compliance, the race is on to improve marketing and sales operations.  The challenge firms face is knowing how to approach content automation.  Is it better to build or buy?  What are the differences between the leading vendors, and their approaches?

In 2017, we commissioned some research on how asset managers are automating content production.  The research found 3 common models: Fully outsourced, DIY, and hybrid.  Here’s a brief description of each and the pros and cons.

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How much does it cost to automate fact sheets? 🧐

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By Kaitlin McInerney

In a budget-conscious financial services industry, marketing spend is a top concern.  That’s why, when we meet new firms looking to invest in automating their fact sheet production, one of the first questions asked by marketers is, ‘How much will it cost?’.  Before digging into their business requirements, our dreaded answer to this question is, “It depends”, as there are many factors to be considered and one size does NOT fit all.

Among the major dependencies affecting the cost of automating your marketing documents are:

  • The complexity of your designs
  • The number of templates and variations you have
  • The complexity of your data
  • The extent of your language requirements
  • The amount of flexibility you have with requirements
  • The number of documents to be produced

The complexity of your fact sheets and flexibility of your firm’s operating model will ultimately determine the cost to automate them. To give you a better idea of what this means, let’s look at a few common scenarios. These are actual case studies of companies who have implemented Fact Sheet automation recently and how much it cost them.Read More

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How to Prep your Team for Content Automation

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How to Prep Your Investment Marketing Team for Content Automation

By Emilie Totten

As Ben Franklin once said, “By failing to prepare, you are preparing to fail.”

Preparation is critical to the outcome of a content automation initiative. There’s always a possibility implementations will go awry if the project plan is disorganized. Organization and planning are challenging, for it takes specific business and leadership skills to run this kind of technical project. Many departments need to get involved, including marketing, IT, sales, and compliance. Stakeholders from each department must re-examine their processes and work together to re-create them for automation. The goal is to improve the process fundamentally and permanently within the boundaries of a systemized solution. More often than not, this is easier said than done, and may require professional assistance. Here are 5 best practices to prime your team for content automation.

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