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Top 5 Marketing Must-Haves for Asset Managers and More

Adobe Experience Cloud Blog

Back then, I had been shown the two best options that asset managers had for finding new investors at the time: referrals and cold calls. Nowadays, there are much better ways to do this for the investment industry and beyond using a marketing automation platform. No firm wants to get audited or fined.

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There’s No Place Like Home: Centralizing Your Marketing Channels with Marketing Automation

Adobe Experience Cloud Blog

The marketing landscape has changed rapidly in the past few years and continues to evolve with new technologies and channels. The good news is that services-oriented marketing automation platforms, which leverage APIs to connect disparate data and information, can deliver true multi-channel communication.

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What Qualities Should You Look for in a Marketing Automation Manager?

Adobe Experience Cloud Blog

But being successful and getting ahead of your competition isn’t just about using marketing automation anymore; it’s about optimizing your platform and resources to grasp its full potential. That means you need the right team to manage your marketing automation platform. Have a hacker’s mindset.

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The Mathematics of Revenue Cycle Strategy

Adobe Experience Cloud Blog

Once clients of mine get their marketing automation platform in place their entire focus changes. Up to this point, their lives were dominated by focusing on what the new technology is and how can they get it up and running. Author: Rajiv Kapoor Change of focus. Now, let’s say you are the client.

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Financial Advisors Need to Get Personal or It’ll Cost Them

Adobe Experience Cloud Blog

In an industry that is traditionally slow to adopt new technology, it’s imperative that marketers push their firms to change. With marketing automation, you can set up rules that score prospects and customers based on demographics (investible assets, investment time horizon, etc.)

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B2C Marketing: What No One is Talking About 

Adobe Experience Cloud Blog

You can now also integrate them directly into your marketing automation platform for real-time intelligence. People-Based Marketing. Another key theme from the Marketing Nation Summit was the recent growth in adoption of Account Based Marketing (ABM).

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5 Best Practices for Improving Sales Enablement

Adobe Experience Cloud Blog

Flexible content organization and content recommendations based on performance, informed by your marketing automation platform, help keep conversations on point and accelerate conversions. Turn to Technology to Close the Gap. Many sales departments don’t have the time or resources to evaluate and implement new technology.