Tag Archives: Pitchbook Automation

Why Pitch Decks Should be Created by Sales, Not Marketing

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Why Pitch Decks Should be Created by Sales, Not Marketing in FundFire and The Importance of Compliance Controls

This article, “Why Pitch Decks Should be Created by Sales, Not Marketing,” first appeared in Fundfire. It was written by Synthesis Director of Client Solutions, Katie Martz.


Recently, a salesperson told us about a deal where he went “rogue.” He got an opportunity to present to a major institutional client but didn’t have an up-to-date deck from marketing. So he cobbled together a deck using slides from previous presentations. He knew he was pushing the compliance boundaries, but he needed to land this deal.

His was the first presentation to the client, and he secured their agreement before leaving. As he walked out, three competitors sat in the lobby waiting for their turn to present. “If I had waited for marketing to send me an updated deck,” he said, “We would have lost that deal because the first sales guy to show them what they needed got the business.”

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[Podcast] Solving the Content Automation Problem and Achieving ROI

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Terry McDougall

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.

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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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Trends in Asset Management Marketing: What to Expect in 2016

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Asset Management Marketing Trends 2016

(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…)

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