Automating Investment Marketing Podcast

Automating Investment Marketing Synthesis Podcast

Automation is changing the game for investment management firms. Firms who devise quick and strategic automation strategies are poised to win. In this Podcast series, Synthesis Technology CEO John Toepfer sits down with experts from the Investment community to discuss how marketing, sales, and compliance professionals are leveraging automation in the workplace to be more effective. In this podcast, we share emerging insights that will help investment management pros stay up to speed on the ever-changing financial technology landscape, and get ideas on how to use automation to be more strategic.

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Andrew Corn

Episode 1: Trends in Asset Management Marketing with Andrew Corn, CEO of E5A Integrated Marketing

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30 minutes

Investment Management Marketing expert Andrew Corn sits down with Synthesis CEO, John Toepfer, to discuss emerging trends in 2017. This episode brings important insights to investment marketers, salespeople, and executive management.

Matt Suggs

Episode 2: The Future of Sales Enablement: How Asset Managers Can Change the Game with Evolved Selling Technology with Matt Suggs

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20 minutes

Matt Suggs, EVP of Sales and Customer Success at Mediafly sits down with Synthesis CEO, John Toepfer, to discuss the future of sales enablement. Matt offers insight into what the world’s greatest sales teams are doing to provide a truly engaging and compelling client experience, and how asset managers can capitalize on new technologies.

Terry McDougall

Episode 3: Solving the Content Automation Problem and Achieving ROI with Terry McDougall

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30 minutes

Terry McDougall, Founder and President of Bright Beam Consulting sits down with Synthesis CEO, John Toepfer, to discuss the process of evaluating and selecting vendors for investment marketing content automation. Terry offers insight into how buying committees should approach the evaluation process, total cost of operations, and ROI.

Steven Pope

Episode 4: Conquering Compliance: Creating Marketing Processes that Salespeople Will Follow with Steven Pope

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30 minutes

In this episode, we are joined by Stephen Pope, CEO and co-Founder of Red Oak Compliance to discuss the trends around marketing and sales compliance at asset management firms. Stephen offers some insight into the current issues and challenges he’s seeing with the marketing and sales process, and how firms are creating marketing approval systems that salespeople will actually follow. He also provides best practices for improving time-to-market of compliant materials. Specifically, he explains how he’s advising his clients to get their materials in use as quick as possible by implementing a three-tier risk workflow system.

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