Author Archives: Ana Evans
Filter By
Marketing agility pro tips for asset managers
Earlier this year, we held a client roundtable of 28 asset managers who shared insights into how they have adapted over the last year. An underlying theme that surfaced from that discussion was agility. Being able to quickly pivot to adjust and apply resources to fulfill changing needs for digital content and communication, virtual meetings and events, and advertising and media coverage, were essential to reach their audiences. Marketing professionals are constantly striving to get the most impact with the resources they have available. We went to trusted asset manager marketing partners: Leibowitz Branding & Design, Sondhelm Partners, SunStar Strategic, and Synthesis to understand how they’ve been helping asset managers successfully adapt. This interview-style blog post shares fundamental questions and the marketing partner’s answers. Read on to learn how you can be more agile in your marketing efforts while focusing on and sharing your expertise.Asset Manager Marketing: Pandemic lessons inform future strategies
Think about where we were in March of 2020. At that time, there was a lot of uncertainty about what the next nine months would look like. Many questions and many changes were to come. Based on a recent survey of and Roundtable with our asset manager clients, we may be looking at another 9-12 months where we face similar marketing conditions. What learned lessons can we apply to make the next twelve months more valuable than the last?
Best approach for data activation? CDP and distribution data platform defined
In the last 2 years, a new acronym has gained popularity: CDP (Customer Data Platform). Alternatively, SalesPage frequently talks about a distribution data platform. This begs the question—what is a CDP, and how does it differ from what we refer to as a distribution data platform?
A fresh new look for Advisor Atlas!
As the new owner of AdvisorAtlas, we're focused on making advisor team intelligence more accessible to all asset managers. We're excited to share a fresh new look for AdvisorAlas!
That’s an axe! Denver Client Summit 2019 recap
Last month, our client community got together for our annual Summit 2019 in beautiful Denver, CO.
New SalesPage icon reflects brand
We continue to innovate our products and services to help investment managers leverage their existing data and systems to drive more intelligent and effective distribution strategies, and to fulfill our vision to be the most respected distribution management partner for the world's forward-looking financial companies. We want our brand to reflect this, too. Over our 30+ year history, our brand evolved alongside the technology and financial services industries. While the evolution continues, we're marking a shift in our brand and company with a new icon.Marketing integration with HubSpot, Marketo, and Pardot
After gaining insight on the challenges and successes of marketing professionals in the asset management industry, I want to share some experiences we had helping clients with marketing integration between CRM and mainstream marketing systems out there today: HubSpot, Marketo, and Pardot.