5 Strategies for Getting Salespeople to Adopt New Tech
October 24, 2019
Salespeople like doing things their way and can be resistant to change, especially when it comes to implementing new sales technologies. Director of Client Solutions at Synthesis, Katie Martz, discusses five strategies for improving adoption.
Client-Centric vs. Investment-Centric Marketing at Asset Management Firms
September 12, 2019
Before firms can effectively go-to-market, they have to answer a fundamental question: Who is the customer? For asset managers to maintain a competitive edge, they must change the way they pitch to investors. The messaging can’t be all about the firm and its products. It has to be about the client, their needs, their pains, and their potential gains.
Why Pitch Decks Should Be Created By Sales, Not Marketing
September 5, 2019
Marketing teams can usually get salespeople 90% of the way there with a great presentation, but the salesperson must be able to customize the last 10% to be truly customer-centric. Synthesis Client Solutions Director, Katie Martz, explains why in this Fundfire article.
Obstacles Salespeople Face When Trying to Be Customer-Centric
August 5, 2019
There are three major obstacles facing sales teams at investment management companies today. Firms who commit to addressing them are out-selling the competition and gathering more assets. Synthesis’ Head of Marketing, Emilie Totten, explains in IRIS.