Category Archives: Investment Marketing



Why Your Technology RFP Process is Lousy (And 6 Rules for Success)

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Help! How do I write a successful technology RFP?

Having run technology RFPs from both a vendor and customer standpoint, I’m disturbed by the trend I’m seeing.  RFP processes are becoming longer and longer. The depth and complexity seem to have little to do with the actual scope of work the customer is seeking bids on.

Without exaggeration, I recently received an RFP that had 171 long-response-format questions that, in the end, supported a deal that only had a three-year value of about $100,000.  Compare that to a 111 question RFP that we won in 2012 for a contract with a three-year value of over $1 million.

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CMO Spotlight on Financial Services Marketing

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Connect-with-CMOs-at-Argyle-ForumBy Emilie Totten – Marketing Manager, Synthesis

Marketing professionals in financial services have a lot of great events to look forward to this summer! Wednesday, June 11, Argyle Executive Forum, a membership-based professional services firm, will be hosting a meeting in New York City geared toward marketers in the financial services industry – The Chief Marketing Officer Leadership Forum: Spotlight on Financial Services.

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3 Reasons Dynamic Sales Presentations are Essential for Asset Managers

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3 Reasons Dynamic Sales Presentations are Essential for Asset Managers

If you’re a sales or marketing professional, your job boils down to good communications. Creating and delivering an effective and engaging presentation is an incredibly important skill that usually starts with the marketing team and ends with the sales team.

The success of your efforts is determined by how well you persuaded your audience to take action.

When asset management marketers create sales presentation and pitchbook materials, they need to be dynamic.  In software engineering, “dynamic” is a term we use to define something that is ever-changing. Folks in Financial Services understand this concept better than anybody.  That’s because your branding, regulatory guidelines, and financial reporting data are in a constant state of flux.

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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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