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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by Noah Menikoff 

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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