Tag Archives: outsourcing

What is the Highest and Best Use of Your Marketing Staff Right Now?

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Best strategic use of marketing for asset management

The current environment is forcing marketers to think strategically about how to retain assets and drive new business. Sales travel has seen major cuts and there’s a new nature of client meetings. In response, marketers are scrambling to understand the new normal and make strategic decisions about their firm’s messaging, market approach, and tools.

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Why Outsourcing your FactSheets to a Service Bureau is Risky

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outsourcing factsheet automation to a service bureau is riskyEvery investment marketer would love to get tedious tasks, like updating factsheets, off of their plate. Automation is a great way to accomplish this. When you’re considering how to automate your factsheets or other investment marketing collateral, there are essentially four different approaches you can consider.

Your options are:

There are pros and cons with each of these options and, depending on your firm’s situation and goals, one of these options will be the best fit. Firms operating under tight budgets and resources will often gravitate toward the first option on this list — outsourcing factsheets to a service bureau. The manual production of marketing collateral like factsheets, commentaries, and client reports is labor-intensive and laden with risk. Not to mention, it’s often the least gratifying work that the marketing team does. “Kicking it over the fence” to a fully outsourced service provider often seems like the most attractive option. (more…)

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