By Emilie Totten

In light of new regulatory requirements, hedge fund managers are facing many new challenges. Due to an increased level of scrutiny, it’s important for hedge funds to have a technology strategy that supports critical data management, marketing, and client communications functions. We recently sat down with two top authorities at Risk Advisors, Inc, to get their perspective on some of the current opportunities and challenges facing hedge fund managers today.

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I recently completed an RFP that posed this question:

“Describe the factsheet production cycle and timeline for your most efficient client and your least efficient client.”

This got me thinking: What really drives efficiency in marketing document production?  Over the past 25 years, I have seen just about every variation on technology and process models that can exist to support factsheet production. I’ve seen firms that have embraced technology and process to improve their efficiency ten-fold. On the flipside, I’ve seen firms that seem to do everything in their power to undermine the efficiency of a technology or process they’ve paid good money for. Read More

By Emilie Totten

Email is an increasingly vital means of communication for sales and marketing teams, and it’s still the No. 1 way businesses connect with clients and prospects, according to Exact Target. However, as more and more emails are being sent, marketers need additional ways to get their messages seen. Some companies send emails at strategic times while others send automated messages based on certain events and triggers, hoping to break through. Increasingly, companies are turning toward personalization to make sure their messages cut through cluttered inboxes.

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“Big Data” is a term you hear all the time these days. It may sound like something everybody needs, but what does it mean for finserv marketers? By Gartner’s definition, big data is “high volume, high velocity, and/or high variety information assets that require new forms of processing to enable enhanced decision making, insight discovery, and process optimization.”

Or, in layman’s terms, it’s large amounts of complex information that’s extremely valuable, but difficult to analyze and use.

As a software engineer for over 15 years, I’ve spent a great deal of my career specializing in handling complicated data related to automating and streamlining marketing and client communications efforts for financial services firms. When we talk about “big data” in the context of financial services, here’s what I see as being particularly pertinent to finserv marketers:Read More