Even in this digital age, PowerPoint-based pitchbooks remain the most commonly used marketing tool for presenting SMA solutions. And most firms are still using time-consuming, error-prone processes to produce them. Synthesis Technology’s Chris Ruppenstein explains how to stop the madness, and increase AUM, with automation.
The Shifting Landscape of Distribution and Sales
Part 2 of a 3-part series focuses on opportunities and trends with distribution and sales teams to help boutique asset managers thrive.
