Category Archives: Data Management



How to Prep your Team for Content Automation

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How to Prep Your Investment Marketing Team for Content Automation

By Emilie Totten

As Ben Franklin once said, “By failing to prepare, you are preparing to fail.”

Preparation is critical to the outcome of a content automation initiative. There’s always a possibility implementations will go awry if the project plan is disorganized. Organization and planning are challenging, for it takes specific business and leadership skills to run this kind of technical project. Many departments need to get involved, including marketing, IT, sales, and compliance. Stakeholders from each department must re-examine their processes and work together to re-create them for automation. The goal is to improve the process fundamentally and permanently within the boundaries of a systemized solution. More often than not, this is easier said than done, and may require professional assistance. Here are 5 best practices to prime your team for content automation.

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How to Prep Your Team for Digital Sales Enablement

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Guest post by Meghan Rees, Digital Communications at Mediafly


Sales and marketing teams in the financial services industry have their work cut out for them. Marketing teams struggle to create content and processes that will be well-received by the sales group. Salespeople, in an effort to be more client-centric, tweak materials themselves, creating “rogue” content that is not compliant with regulatory and brand standards. When compliance approvals and procedures are bypassed, the firm is exposed to significant risk.

To some extent, all investment firms struggle to create and present client-focused content that is on-brand and compliant. Weighed-down by the risk of penalties and the pressure of working in a competitive business environment, financial services companies are turning to digital platforms to streamline their efforts and improve engagement with prospective clients.

Adopting a sales enablement solution may be the obvious choice to help with content automation and effective sales engagement, but building a case internally and setting expectations with the teams are crucial to a successful implementation.

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Avoiding Failure: 3 Reasons Content Automation Implementations Fail at Investment Companies

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By Emilie Totten

How Investment Companies Can Avoid Failed Content Automation Implementations

When making an investment in marketing or sales technology,  getting the implementation right is critical.

A recent article in Fund Technology  states that third-parties are increasingly prevalent, but onboarding and vetting can be taxing. The decision to implement new technology adds short-term complexity and creates both financial and reputational risk.

No matter where you sit in your marketing or sales organization, chances are you’ve been exposed to the enormous undertaking of a marketing tech implementation. CRMs, marketing automation, and content management systems are critical and commonplace.  Problematic Martech implementations often stem from a lack of time, budget, or resources. When an organization decides to minimize time, costs, and efforts at the outset, they limit their ability to actually achieve their goals.Read More

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Why Outsourcing your FactSheets to a Service Bureau is Risky

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outsourcing factsheet automation to a service bureau is riskyEvery investment marketer would love to get tedious tasks, like updating factsheets, off of their plate. Automation is a great way to accomplish this. When you’re considering how to automate your factsheets or other investment marketing collateral, there are essentially four different approaches you can consider.

Your options are:

There are pros and cons with each of these options and, depending on your firm’s situation and goals, one of these options will be the best fit. Firms operating under tight budgets and resources will often gravitate toward the first option on this list — outsourcing factsheets to a service bureau. The manual production of marketing collateral like factsheets, commentaries, and client reports is labor-intensive and laden with risk. Not to mention, it’s often the least gratifying work that the marketing team does. “Kicking it over the fence” to a fully outsourced service provider often seems like the most attractive option. Read More

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