Tag Archives: FactSheet Automation
Listen to our guest, Terry McDougall, provide expert advice on how to carefully evaluate content automation vendors, total enterprise costs, and ROI potential.
Terry McDougall, Founder and President of Bright Beam Consulting, sat down with Synthesis CEO, John Toepfer, to discuss best practices with regard to evaluating automation vendors and calculating TCO and ROI.
Bright Beam Consulting is a marketing strategy and coaching consultancy focusing on small and medium-sized businesses and specializing in the B2B space. Terry has had a long career in financial services marketing, including working with two major financial services organizations. Most recently, she was the US head of marketing for a major global asset manager selling investment products in North America, EMEA and APAC. With her 20+ years working in financial services, she brings valuable expertise to the conversation around evaluating vendors and making sound technology buying decisions. We hope you’ll take away some useful insights from this episode.
When it comes to the automation of marketing materials like fact sheets, people often have a hard time letting go of their InDesign templates. This is understandable. Preserving the InDesign functionality gives marketers a sense of security, especially if they’ve been using this program for years. We see this scenario all the time in both large and small investment company marketing departments.
(To read our blog on Trends in Asset Management Marketing for 2017, click here.)
You know that guy who always has something interesting to share and teaches you something new in each conversation? The guy that always seems to have a pulse on what’s currently going on in the industry? Andrew Corn, CEO of E5A Integrated Marketing, is “that guy” for me. (more…)