Everyone on Board: How to Convince your Firm to Invest in 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 Kim Rebecca-Murray, a marketing professional with over 15 years of experience in investment management marketing operations. She offers her personal perspective on the pitfalls of manual production.

Also, she explains how she convinced her organization to get on-board with an automation initiative.

In this whitepaper, you’ll learn how she:

  • Convinced her firm to invest in automation. They saved thousands annually on production and improved time-to-market by 15 days every quarter.
  • Educated key stakeholders on the flaws implicit in manual production.
  • Illustrated the benefits of automation from a risk management and budgeting perspective.
  • Illustrated the benefits for each stakeholder, including Data Owners, IT, Compliance, and Designers.


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