An Effective Pitchbook Strategy for Investment Managers

Posted September 17, 2020 by Rachel Totten

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Synthesis Technology placed in the news on Iris for an effective pitchbook strategy for investment managers

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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