An Effective Pitchbook Strategy for Investment Managers

September 17, 2020

The first and most important step in outlining a successful pitchbook strategy is to determine each department’s unique needs. A winning strategy will consider sales, marketing, and compliance teams’ priorities.  However, alignment between these departments is often missing. This news piece by Synthesis Technology is featured on Iris and highlights key requests from each department in order to maximize the value of their pitchbook program.

Here are a few examples of what each team values:

Sales Teams

• Customization
• Client-centricity
• Integration with sales systems
• Up-to-date materials

Marketing Teams

• Branding and design
• Data automation for materials
• Reporting and analytics
• Availability of materials

Compliance and Legal Teams

• Standardized materials
• Compliance workflows
• Accurate and time-appropriate data
• Disclosure management

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Moving From Pitch to Value-Add

July 31, 2020

The environment and method for wholesalers and advisors communicating with investors have changed, and it will never go back.  In order to win new business today, here are a few strategies to consider:

• Deliver Critical Performance Data Faster
• Change The Hat(s) You’re Wearing
• Become A Thought Leadership Ambassador
• Think Outside The “Investment Box”
• Leverage Technology To Deliver More Personalized Contacts
• Explore All Possibilities Through Collaboration

This latest article by Emilie Totten published in MFWire.com provides insights into how these strategies for investor communications will streamline processes and help close more deals.

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Thinking Outside the Sales Box to Keep Clients Engaged

July 1, 2020

While wholesalers surveyed advisors on a variety of topics, they’ve found that advisors are most interested in hearing from their peers about:

• The most common issues clients have wanted to discuss with advisors since the crisis began;
• How advisors are adapting to the world of virtual communications and what they do to make these sessions more effective; and
• How advisors are showing appreciation for clients at a time when in-person meetings and events are on indefinite hold.

summarized some of the key findings wholesalers have shared with us on these topics.

Katie Martz summarized some of the key findings wholesalers have shared on how financial advisors keep clients engaged.

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The Scaling Problem in Investment Management Marketing

Investment Management firms of all sizes suffer a scaling problem.  There are now more types of literature needing to be produced than ever before in the market.  With these new types of materials come core considerations for how to scale them. A content-based approach to scaling is a great start.  Make sure your approach covers the following, and click to read the full article by John Toepfer.

• Data management that supports marketing
• Reusable content and data
• Compliance rules in place
• Materials that are client-centric and customizable for sales

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