In the world of financial product sales, the quality of your pitchbooks can either make or break you. In order for salespeople to deliver great presentations, it’s important to have an effective pitchbook strategy that runs like a well-oiled machine.  If your strategy isn’t refined, you run the risk of sending out sloppy presentations that can damage your brand image, or worse, result in non-compliance.Read More

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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For most asset management firms, data-driven materials like pitchbooks, fund fact sheets, and quarterly commentaries are key business drivers. Yet, those materials are also often the cause of the biggest bottlenecks in the sales and marketing process. That’s why many firms are automating their content production. They know automation means reducing the time it takes to get materials to the sales team and then prospects. In addition, by minimizing the manual effort entailed in creating materials, automation will allow marketing teams to reduce the risk of errors and gain efficiencies that lead to significant long-term cost reductions.

But not all content automation solutions are created equal. If you’ve been contemplating investing in automation, you may be asking: Which solution is the best? The short answer is: the one that removes the most time and risk from your process. Below are some key capabilities to consider when evaluating content automation providers.

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Separately Management Accounts (SMAs) are on a roll. Traditionally designed to target the wealthiest individuals and families, defined benefit plans and endowments, they’ve often been treated as a niche product or a way for managers of mutual funds to manage multimillion-dollar portfolios directly.

But that’s changing. According to research from Cerulli, assets held in SMAs grew by 34% year-over-year from the first quarter of 2020 to the first quarter of 2021 and now command a 16% share of the $9 trillion held in managed accounts. Cerulli’s research also indicated that advisors planned to boost their usage of SMAs by 19% in 2022 while reducing the use of mutual funds by 12%.

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