Client-Centric vs. Investment-Centric Marketing at Asset Management Firms

September 12, 2019

Iris - Financial Advisor Ideas and Innovation

Before firms can effectively go-to-market, they have to answer a fundamental question: Who is the customer? For asset managers to maintain a competitive edge, they must change the way they pitch to investors. The messaging can’t be all about the firm and it’s products. It has to be about the client, their needs, their pains and their potential gains.

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Why Pitch Decks Should Be Created By Sales, Not Marketing

September 5, 2019

Marketing teams can usually get salespeople 90% of the way there with a great presentation, but the salesperson must be able to customize the last 10% to be truly customer-centric. Synthesis Client Solutions Director, Katie Martz, explains why in this Fundfire article.

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Obstacles Salespeople Face When Trying to Be Customer-Centric

August 5, 2019

Iris - Financial Advisor Ideas and Innovation

There are three major obstacles facing sales teams at investment management companies today. Firms who commit to addressing them are out-selling the competition and gathering more assets. Synthesis’ Head of Marketing, Emilie Totten, explains in IRIS.

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3 Problems Asset Managers Face with Sales & Content Automation

July 11, 2019

Money Management Executive

Asset managers are being asked to cut costs while also making strategic investment into content automation and sales enablement technology that will help them scale. There are some issues to watch out for when making these investments. Synthesis’ CEO, John Toepfer, offers some advice in the July issue of Money Management Executive.

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