The Scaling Problem in Investment Management Marketing

Posted July 1, 2020 by Rachel Totten

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Investment Management firms of all sizes suffer a scaling problem.  There are now more types of literature needing to be produced than ever before in the market.  With these new types of materials come core considerations for how to scale them. A content-based approach to scaling is a great start.  Make sure your approach covers the following, and click to read the full article by John Toepfer.

  • Data management that supports marketing
  • Reusable content and data
  • Compliance rules in place
  • Materials that are client-centric and customizable for sales


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