Managers Seek to Automate Client Outreach but Face Data Hurdles

Posted February 2, 2021 by Rachel Totten

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Fund Fire Synthesis Fuse Data Hurdles Research

Synthesis and FUSE Research Network got together to create the Content Marketing Automation Benchmarking Survey for Investment Managers.  In this Fund Fire article, Dervedia Thomas outlines some key findings from our research. For example, our research shows that zero investment managers surveyed plan to reduce resources for marketing and content automation. In fact, 20% said they plan to increase the utilization of these tools. While content automation is increasing, 43% of survey respondents cited inefficient manual data management processes as the single biggest obstacle keeping them from meeting content distribution deadlines. In this FundFire article, Synthesis CEO, John Toepfer, shares his thoughts about why firms experience these data challenges.

(Requires FundFire login. Click here to access PDF)

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