Category Archives: Investment Marketing



Marketing Workflows: Problems and Solutions

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By Kaitlin McInerney

Marketing Workflows: Problems and Solutions

Incorporating a productive workflow into your project life cycle can greatly improve the accuracy and time-to-market of your marketing communications. We refer to “workflow” as a series of repeatable steps that transform a product to a desired end result. The idea is to move the product along in the project life cycle to catch and fix any potential errors early-on in the process.Read More

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Why Salespeople Fight Presentation Automation

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By John Toepfer

Why Salespeople Fight Presentation Automation

Over the years, I’ve spent a lot of time talking to asset management marketers about pitchbooks. The typical sentiment is that these sales tools are a pain to update and manage and also a point of contention between the marketing and sales teams. Marketing people spend a great deal of time keeping their slide library up-to-date and organized. But often times, these beautiful and compliant pitch materials become compromised once they get into the hands of the sales force. “It’s total piracy!” said one Product Management Executive we spoke to.

It’s true though. Salespeople are notorious for going rogue — customizing their own decks or using old versions saved on their desktop without thinking twice about branding or compliance.Read More

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Getting Buy-in from IT for Fund Fact Sheet Automation

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By Kim Rebecca

Gain Buy-in From IT on Fact Sheet Automation

Automating the quarter-end production of fund fact sheets and other marketing materials can be a life saver for marketers. It dramatically reduces errors and improves time-to-market. However, convincing your organization to get on board with an automation initiative isn’t always easy. Making a solid business case to leadership and key stakeholders is essential. At most firms, the IT group is often the hardest to convince, but their buy-in is absolutely critical. You simply cannot move forward on this type of project without dedicated resources from IT. The IT manager will want to be sure that outsourcing a solution to a vendor is the right move and that dedicating resources to an automation project is a good investment. So, how should you present your case to IT decision makers?

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8 Pitchbook Pain Points for Marketers

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By John Toepfer

Updating-Pitchbooks-Pain-Points

Creating and maintaining pitchbooks can be the bane of a marketing team’s existence. Product managers are always finding new ways to spin or illustrate their products. Sales teams and firm partners are always insisting that one more chart or illustration is absolutely critical to their pitch. And of course there is the simple drudgery of making sure the standard data, disclosures and charts are up-to-date and refreshed on time.

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