Tag Archives: Compliance

Four Common Data Problems Faced by Fund Marketers

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Four problems with data faced by fund marketers

A few common phrases we hear from investment marketers are, Our data is a bit of a mess and Our data could use a little housekeeping. In our experience, we have learned that marketers have become the de facto experts on fund data management and automation.

Fund marketers themselves are routinely chasing-down their financial data from many disparate sources, both internal and external. Then, they are trying to extract clean data for use in their customer-facing marketing materials. This process is made more challenging when there are tight time frames. Plus, it has to be done with the highest levels of accuracy and consistency in real-time. (more…)

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An Effective Pitchbook Strategy for Investment Managers

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First Step in creating an effective pitch book strategy by Synthesis Technology

In the world of financial product sales, the quality of your pitchbooks can either make or break you. In order for salespeople to deliver great presentations, it’s important to have an effective pitchbook strategy that runs like a well-oiled machine.  If your strategy isn’t refined, you run the risk of sending out sloppy presentations that can damage your brand image, or worse, result in non-compliance. (more…)

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Pitchbook Problems? 3 Ways Technology Can Help

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Automation and technology help with pitchbook and other investment management literature problems

It’s tough out there for investment management sales teams and only getting more challenging. Today, pitchbooks must be customer-centric, created or changed on a dime, on-brand, compliant and have digital output and tracking options. That’s like trying to make a delicious, vegan, gluten-free, nut-free, and sugar-free wedding cake in 10 minutes.

If that hits home, then this article is for you.

(If you didn’t find that amusing, you’ve clearly never tried to make a cake in 10 minutes.)

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Obstacles Salespeople Face when Trying to be Customer-Centric

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Obstacles salespeople face when trying to be customer-centric

When developed and used properly, buyer personas can help marketers and salespeople win more business. By talking to clients, leads, and prospects, your team can implement highly effective communications that drive new and retained assets. When a company develops effective communications, it leaves buyers thinking, “This firm really gets me.” On the road to creating the most effective materials, there are many obstacles salespeople face when trying to be customer-centric.

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