Tag Archives: asset management

What’s Driving Asset Managers to Automate Pitchbooks?

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Why Automate Pitchbooks? Four Drivers influencing managers to automate

Why automate pitchbooks? Asset Managers recognize automating the marketing and sales process is required in order to be efficient, compliant, and competitive. The manual process of updating pitchbooks and distributing them to the sales force is an antiquated process. It doesn’t adequately serve salespeople or their clients and prospects. There are four main drivers influencing asset managers to automate this process: (more…)

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