Automating Investment Marketing | Synthesis Podcast

In this episode, we are joined by Stephen Pope, Stephen Pope, CEO and co-Founder of Red Oak Compliance. Red Oak helps financial services companies improve their regulatory advertising review workflow processes. Their industry-leading web-based SaaS application, Admaster, helps firms get their materials approved and to market in less time, reduce regulatory risk, and improve efficiency. Stephen offers us some insight into the current issues and challenges he’s seeing with the marketing and sales process at asset management firms today. He explains how firms are creating marketing approval processes that salespeople will actually follow, and offers best practices for improving time-to-market of sales materials, such as a three-tier risk workflow system. We hope you takeaway some useful ideas from this episode. Thank you for listening and enjoy the show!

In this episode, we are joined by Terry Boyle McDougall, Founder and President of Bright Beam Consulting. Bright Beam Consulting is a marketing strategy and coaching consultancy focusing on small and medium-sized businesses and specializing in the B2B space. Terry comes from a long career in financial services marketing, including working with two major financial services organizations. In the episode, we ask Terry about her experiences evaluating, purchasing, and implementing solutions to automate marketing materials like fact sheets and pitchbooks. She offers some advice and best practices in terms of evaluating the true cost, calculating ROI, and deciding whether to build or to buy. We hope you take away some useful ideas from this episode. Thanks for listening and enjoy the show!

In this episode, we are joined by Matt Suggs, EVP of Sales and Customer Success at Mediafly to discuss the future of sales enablement. A 20-year software sales veteran, Matt offers insight into why B2B buyers hate being sold to and how asset managers can use technology to provide a truly engaging and compelling client experience. Some of the topics we touch on in this episode include the four pillars of "evolved selling", why mobile technology lines are becoming blurred, the true meaning of personalization, and how interactive experiences are directly impacting sales success and bottom-line revenue. We hope you take away some useful insights from this episode. Thanks for listening and enjoy the show!

In this episode, Investment Management Marketing expert Andrew Corn sits down with our CEO to discuss emerging trends for 2017. The discussion revolves around how automation continues to play an important role, making it easier for marketers and salespeople to be customer-centric in their approach. In this episode, we discuss data analysis as a differentiator, the role of ETFs in the retail and institutional space, the challenges with using Microsoft-based products like Excel and PowerPoint for automating content, and the adoption of content usage analytics. This episode brings important insights to investment marketers, salespeople, and executive management. Thanks for listening and enjoy the show!