Automation Key as Fund Firms Seek to Boost Digital Content

Posted May 17, 2021 by Rachel Totten

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Fund Intelligence Logo - Synthesis Technology

Synthesis and APX Stream CMOs Emilie Totten and Daniel Quinn held a webinar to discuss the #1 bottleneck to streamlining investment marketing operationsdata.

In the last year, fund firms have shifted their strategies and moved to digital. For investment marketers, this means owning more of the funnel, having a myriad of technologies to consider, and managing more data than ever before. So, marketers are utilizing automation to boost digital content and streamline their marketing data by pushing it into their content, websites, and databases, including investment, consultant, RFP, and more databases. The faster the data is available to marketers, the faster content is updated, databases are populated, and distribution teams are enabled. In a recent survey to asset managers by Synthesis and Fuse Research Network, we learned 95% of firms are using some type of automation tool, yet 43% cited manual data intake as the #1 impediment to hitting deadlines. Through an automated investment data strategy, firms can free up their marketing teams to focus on more strategic work.

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