Tag Archives: Lead Nurturing

The State of Sales and Marketing Alignment in Investment Management

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Investment sales and marketing alignment

It is universally understood in the marketing community that sales and marketing alignment is crucial to hitting revenue goals. Alignment around shared goals, technologies and processes allows you to monitor and optimize every stage of the buying cycle. Reports like this one from Marketing Advisory Network suggest that sales and marketing misalignment is not just a buzzword: companies are truly struggling with this reality.

But how aligned are sales and marketing teams at investment management firms, specifically?

We were curious. 

We hosted a private Marketing Roundtable discussion with sales and marketing leaders from top investment management firms. We wanted to learn more about the state of sales and marketing alignment at investment management firms. Here are a few notable takeaways we’d like to share: (more…)

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