3 problems asset managers face with sales, content automation

To realize true efficiency, sales enablement and content automation technologies need to be integrated seamlessly with each other, as well as with other essential systems in the ecosystem, such as CRM platforms and marketing automation systems. Lacking data and compliance features are causing risk O...

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Bibliographic Details
Published inFinancial Planning (Online)
Main Author Toepfer, John
Format Trade Publication Article
LanguageEnglish
Published New York SourceMedia 19.07.2019
Subjects
Asset management
Audit trails
Automation
Compliance
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Summary:To realize true efficiency, sales enablement and content automation technologies need to be integrated seamlessly with each other, as well as with other essential systems in the ecosystem, such as CRM platforms and marketing automation systems. Lacking data and compliance features are causing risk One of the long-standing issues with content automation and sales enablement products is they're often built for multi-industry use. [...]the two of these go hand-in-hand.