Emilie Totten

With the right technology, you can reduce manual steps and inefficiencies in your processes and improve your competitive edge.

Asset managers which master the marketing process and effectively differentiate themselves will be triumphant in 2021. #fintech #assetmanagement

These tools will add efficiencies in the right places so you can generate meaningful ROI from your whole investment management tech stack.

The economics of investing in processes and tools that improve speed and quality can be extremely compelling. #fintech

Every key stakeholder from marketing, sales, and compliance departments must be fully vested in developing a winning pitchbook strategy.

Most wholesalers who contacted advisors with an offer to share their informal research have noticed a boost in engagement rates.

Content is king. Without a proper way to produce and manage it, you will experience a scaling problem that could unravel marketing efforts. #marketing

Being agile is what makes or breaks a company