Category Archives: Compliance



Pitchbook Problems? 3 Ways Technology Can Help

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Automation and technology help with pitchbook and other investment management literature problems

It’s tough out there for investment management sales teams and only getting more challenging. Today, pitchbooks must be customer-centric, created or changed on a dime, on-brand, compliant and have digital output and tracking options. That’s like trying to make a delicious, vegan, gluten-free, nut-free, and sugar-free wedding cake in 10 minutes.

If that hits home, then this article is for you.

(If you didn’t find that amusing, you’ve clearly never tried to make a cake in 10 minutes.)

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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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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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Four Ways Asset Management Marketers Can Grow AUM

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4 Ways Asset Management Marketers are Growing AUM
The shift from active to passive investing continues to drive significant change for investment management sales and marketing. In this article, investment marketing consultants Sandra Powers Murphy and Donna DiMaria explain what marketers can do to help their firms grow AUM in today’s challenging environment.

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 fewer 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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