The Scaling Problem in Investment Management Marketing

Posted July 1, 2020 by Rachel Totten

Share Button

Iris - Financial Advisor Ideas and Innovation - Synthesis Technology - Scaling Problem Investment Management Marketing

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

Follow Us

What's Your Story?

We’d love to learn more about your situation and needs. To speak with one of our automation experts or see demos of our products, drop us a line using the form below or call us at 312-948-4949.

This exclusive report is available only to our subscribers. Please complete the form below to subscribe and receive a link to the file.
You may unsubscribe at any time