White paper: 8 Data Best Practices for Investment Managers

Data best practices for investment managers to streamline marketing processes

The root of the issue lies in the source data.

Many asset managers struggle to meet their SLAs and time-to-market goals for producing marketing communications.  In order to be competitive, critical sales and marketing materials like factsheets, pitchbooks, and commentaries must be produced as quickly as possible after quarter-end.

So what enable some firms to get their data-driven communications out more quickly than their competitors. What’s the secret ingredient?

The secret lies in the quality and timeliness of the source data.

In this whitepaper, you’ll learn 8 data best practices for investment managers to streamline marketing processes.

 

 

Register below for your free whitepaper.




About the Author:

 

 

Robert brings 18 years of Technology leadership and Enterprise Architecture experience to Synthesis Technology. He holds a B.S. in Electrical Engineering from Rose-Hulman Institute of Technology. Robert lives with his wife and two young sons in the shadow of the Chicago ‘L’ train. He enjoys staying active and sampling all that Chicago has to offer.

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