Everyone on Board: A Guide to Convincing
your Firm to Invest in Content Automation

How to convince your firm to invest in fact sheet automation

Executive Management, Sales, Compliance, IT — How can marketers convince their key business partners to buy-in to fact sheet automation?

This guide was written by a marketing professional with over 15 years of experience in investment management marketing operations. In this white paper, the author offers her personal perspective on the pitfalls of manual production and how she convinced her organization to get on-board with an automation initiative.

In this white paper, the author discusses:

  • How she convinced her firm to automate and save thousands annually on production and improve time-to-market by 15 days every quarter.
  • How to educate key stakeholders on the flaws implicit in manual production.
  • How to illustrate the benefits of automation from a risk management and budgeting perspective.
  • How to illustrate the benefits for each stakeholder, including Data Owners, IT, Compliance, and Designers.


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