January 12, 2021
The pandemic ushered in a new age of technology in the investment management industry. Even firms that had been resistant to digitalization became suddenly, and acutely, aware of existential business risks that could be managed only through digital means. Investment management marketing teams began taking a hard look at their tech stack. A surge of quick pivots followed as firms scrambled to adopt new tools, change processes, and streamline operations to ensure business continuity.
These adaptations are particularly crucial for preserving relationships between advisors and wholesalers. According to research from Broadridge, 22% of advisors found wholesalers to be less helpful during the pandemic, and 32% have decreased their reliance on wholesalers over the past two years.
November 30, 2020
Data fuels all marketing, sales, and client service operations. It is the key component to a successful strategy and positive inflows. In this Iris piece, Emilie Totten explains how data governance and enterprise data management optimize the usage of this performance data. A lack of formal data governance leads to labor-intensive processes and distribution risks. For asset managers, building relationships and driving inflows are imperative for competition in this post-Covid environment.
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.
September 2, 2020
Investment marketing teams are under constant pressure to produce time-sensitive and highly templated materials, as well as generate relevant and insightful content to aid the sales process. The combined power of Publishwise and Synthesis addresses common challenges in the market posed by fragmented and inconsistent data sources feeding into vast quantities of documents and flowing into multiple technology platforms for different processes.