[Podcast] Solving the Content Automation Problem and Achieving ROI

Listen to our guest, Terry McDougall, provide expert advice on how to carefully evaluate content automation vendors, total enterprise costs, and ROI potential.

Terry McDougall, Founder and President of Bright Beam Consulting, sat down with Synthesis CEO, John Toepfer, to discuss best practices with regard to evaluating automation vendors and calculating TCO and ROI.

Bright Beam Consulting is a marketing strategy and coaching consultancy focusing on small and medium-sized businesses and specializing in the B2B space. Terry has had a long career in financial services marketing, including working with two major financial services organizations. Most recently, she was the US head of marketing for a major global asset manager selling investment products in North America, EMEA and APAC. With her 20+ years working in financial services, she brings valuable expertise to the conversation around evaluating vendors and making sound technology buying decisions. We hope you’ll take away some useful insights from this episode.

Is Account Based Marketing Right for Your Company?

You probably see the term “account-based marketing” (ABM) pretty frequently of late. The hype has grown over the past 12 months, with hundreds of articles, blogs, webinars, podcasts, videos and events devoted to the topic. At least a few dozen new vendors have sprung up with solutions focused on ABM, adding to the noise.

Even with all that noise, most organizations are unclear about whether and how to implement these strategies. So this post will give you a high-level sense of what ABM is all about, give you concrete criteria on whether you should consider it for your organization, help you decide what type of ABM would be appropriate, and give you a couple of practical steps to get started.

By Candyce Edelen

This post originally appeared on the Propel Growth blog.

The State of Sales and Marketing Alignment in Investment Management

It is universally understood in the marketing community that sales and marketing alignment is crucial to hitting revenue goals. Alignment around shared goals, technologies and processes allows you to monitor and optimize every stage of the buying cycle. Reports like this one from Marketing Advisory Network suggest that sales and marketing misalignment is not just a buzzword: companies are truly struggling with this reality.

But how aligned are sales and marketing teams at investment management firms, specifically?

We were curious.

We hosted a private Marketing Roundtable discussion with sales and marketing leaders from top investment management firms. We wanted to learn more about the state of sales and marketing alignment at investment management firms. Here are a few notable takeaways we’d like to share:Read More

June 23, 2016

Emilie Totten

Content Automation, Content Marketing, FinTech, Investment Marketing, Leadership, Sales Enablement

Trends in Asset Management Marketing: What to Expect in 2016

(To read our blog on Trends in Asset Management Marketing for 2017, click here.)

You know that guy who always has something interesting to share and teaches you something new in each conversation? The guy that always seems to have a pulse on what’s currently going on in the industry? Andrew Corn, CEO of E5A Integrated Marketing, is “that guy” for me.Read More

January 21, 2016

Emilie Totten

Commentaries, Compliance, Data Management, FinTech, Fund Fact Sheets, Leadership, Pitchbooks, Sales Enablement