Category Archives: Sales Enablement
By John Toepfer
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
By John Toepfer
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.
Insanity is commonly defined as doing same thing over and over and expecting different results.
Without a doubt, we’ve all fallen victim to this type of “insanity” at different points in our lives. For example, I’m insane to think I can win a 5K race by training for distance with no regard to speed or agility. Or, that I can overcome a weight-loss plateau by sticking to my same daily fitness routine. If I want to get different results, I’ll have to change my approach.
The same rules apply in the workplace. As modern marketing and business professionals, it’s illogical to think we can keep up with the pace of marketing in a world where “content is king” and data is everywhere – unless we improve our processes. Being agile is what makes or breaks a company in these new and exciting times.Read More
Changing regulation, customer behavior, and competition are changing the way financial brands conduct marketing, and new technologies have become a vital part of the plan.
From marketing automation and sales enablement to data management and reporting platforms, there is an abundance of financial marketing technology available to help marketers take their brands to the top.Read More