An Effective Pitchbook Strategy for Investment Managers
Posted September 17, 2020 by Rachel Totten
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.
Video: Who is Synthesis?
Thought Leadership
-
10 Best Practices for Tailored Shareholder Report Design
-
Benchmarking and the Tailored Shareholder Report: Staying on the SEC’s Good Side -
A Few Notes From Our Tailored Shareholder Report Webinar
-
Measure Twice, Cut Once: Effective Tailored Shareholder Report Design
-
Tailored Shareholder Reports: Automation, Business Rules, and Simplicity
-
