‘The Fast Fish Eats the Slow Fish’ in Investment Marketing

January 22, 2020

Iris - Financial Advisor Ideas and Innovation

Quarter-end production drives investment management marketers insane in the membrane.  So many factors are involved in producing and distributing fund literature, and it can be maddening.  So, what can marketers do to restore sanity and beat competitors? The first step is developing a martech strategy. As Klaus Schwab once said, “In the new world, it is not the big fish which eats the small fish, it’s the fast fish which eats the slow fish.”

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The Future of Mutual Fund Wholesaling

December 16, 2019


Future of Wholesaling Synthesis Technology

As asset managers continue to do more with less, substantial changes are taking place when it comes to selling mutual funds.  What’s in store for the future of wholesaling?

Many asset managers are in the process of reducing their overall number of wholesalers and changing their roles and compensation structures. They’re also changing their sales strategies to emphasize national accounts and digital sales technologies. By taking these measures, firms are looking to cut costs and be more efficient with fewer salespeople in the field. So, what is driving these drastic changes?

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5 Strategies for Getting Salespeople to Adopt New Tech

October 24, 2019

Mutual Fund Wire

Salespeople like doing things their way and can be resistant to change, especially when it comes to implementing new sales technologies. Director of Client Solutions at Synthesis, Katie Martz, discusses five strategies for improving adoption.
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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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