For asset management firms around the globe, quarter-end and month-end content production remains a complex and time-consuming process. As firms’ offerings continue to expand and the needs of clients – advisors, institutions and end investors – evolve, marketing, product and investment teams need new ways to produce commentaries, fact sheets, pitchbooks and quarterly investment reports. […]

Relationship managers are using enablement software to provide personalized value.

Content automation is all about leveraging personalization to speak directly to buyers.

82% of buyers think sellers aren't prepared for meetings.

As a B2B marketer, you understand how important content is to accelerating sales cycles and winning deals. But you also know there might be a disconnect between marketers’ content creation and sales reps’ content usage and feel there must be a better way to deliver that content to sales. An estimated that between 65% of […]

An uprising is occurring among B2B organizations. B2B sales and marketing teams have been building up arsenals of tools necessary for selling effectively and efficiently—such as CRM and marketing automation—in order to address the power shift that has put buyers in the driver’s seat. But as B2B technology continues to evolve every day, the industry […]

Content is the lifeblood of sales success. 60% of business decision makers say that content makes them feel closer to the company that sends it. But so much of that content is rendered useless, inadequate or irrelevant by buyers, according to Forrester:

As a teenager, the highlight of my Monday nights was watching the show 24 with my family. Without fail, after Jack Bauer saved the world, the same PSA would come on after every episode: “It’s 10 PM. Do you know where your children are?” an ominous voice would ask (seemingly neglectful) parents. To my family, […]

Creating, updating, managing and delivering sales content is hard enough with singular sales and marketing teams working in a linear relationship. In most cases, you’ll have sales reps saving materials locally and editing them manually, marketing will always bottleneck when manual mass updates are needed, and messaging will inevitably become off-brand and off-message when reps […]

A spate of recent news stories has revealed an interesting trend in the wealth management market. Several large banks are making significant investments and shifting their strategies with the intent of growing their presence in this lucrative industry segment. Following are some examples of banks that have recently unveiled their plans: Credit Suisse Group AG […]