Skip to content

INTRODUCING THE SEISMIC ENABLEMENT CLOUD™ Learn More

CHOOSE YOUR LANGUAGE

English
English Deutsch Français
    • Enablement Cloud

      Meet the unified solution that’s igniting revenue growth for customer-facing teams.

      Learn More
    • PRODUCTS

      • Sales Content Management
      • Learning & Coaching
      • Buyer Engagement
      • Content Automation
      • Strategy & Planning
      • Enablement Intelligence
    • PLATFORM

      • Platform Overview
      • Integrations
    • What is Sales Enablement?

      New to sales enablement? No problem. Learn what it is and why it matters here.

      Learn More
    • USE CASES

      • Sales Enablement Teams
      • Sales Teams
      • Marketing Teams
    • INDUSTRIES

      • All Industries
      • Asset Management
      • Banking
      • Healthcare & Life Sciences
      • Technology
    • Read Their Stories

      Read how global customers from all different industries thrive with Seismic.

      Read Their Stories
    • CUSTOMER STORIES

      • Genesys
      • Deluxe
    • FOR OUR CUSTOMERS

      • Seismic University
      • Seismic Community
    • About Us

      Discover who we are, what we value, and how we work at Seismic.

      Learn More
    • ABOUT SEISMIC

      • Careers
      • Leadership
      • Diversity & Inclusion
      • Partners
      • Aftershock Store
      • Contact Us
    • NEWS

      • Newsroom
      • Analyst & 3rd Party Reports
      • Shift 2022
    • Sales Acceleration

      Explore best practices for onboarding, ramping, and upskilling your sellers.

      Learn More
    • WHAT'S NEW

      • Blog
      • Events & Webinars
    • COLLECTION HUBS

      • Resources Center
      • Enablement Explainers
      • AI-Guided Selling
      • Social Selling
      • Financial Services
      • Buyer Engagement
  • Get a Demo
Return to the Blog

Why Custom Presentations Give Marketers Headaches

Seismic

Seismic
June 27, 2013

CMI published a fantastic blog post today detailing the content creation process that Patti Ernst, the Channel Marketing Director at financial management company Invesco, leads with her marketing team.  Working in the highly regulated asset management industry, Ernst sits at the intersection of sales, marketing and compliance.  Her single biggest challenge is creating content in a timely manner.

Here’s what the process looks like (and this should be familiar to many of her peers across the industry):

1. Sales has a meeting with a client and wants dynamic sales presentations needs collateral specific to that client, including updated fund performance and the appropriate terminology.

2. Marketing modifies materials that were approved by compliance, but must send them back to compliance to review again because they were modified.

3. The compliance department adds the appropriate disclosures for that fund.  Ernst allows 3 days for this process to take place.

 

Ernst needs sufficient visibility into when materials are due so that she can figure out how much (or little) time her team will have to modify the content or create new content.  The problem is that sales wants materials yesterday and doesn’t understand that the process takes time.

But is there a way to give Channel Marketing Directors like Ernst more time to create content while also reducing the total time it takes to deliver the materials to the sales team?  Is there a technology that can make her team even more efficient?

If so, it would need a way to tie compliance into the content creation process—linking disclosures to the right materials.  It would also need to be a way to make her team work faster—getting the right terminology into the right collateral without the back-and-forth with compliance that adds days to the process.

We built a technology solution that is a prescription-strength headache reducer for marketers, especially those in heavily regulated industries.  Our success is measured in how much time we can give back to people like Patti Ernst so that she can help her company service her clients and grow AUM.  Sales wants twice as many custom presentations? No problem.

New Call-to-action


  • asset management
  • compliance
  • content marketing
  • content personalization
  • enablement
  • financial services
  • Interactive Content

Related articles

Illustration of woman holding a tablet

The 10 essential elements of a content marketing strategy

Everything you need to create (or reboot) your content marketing strategy.
Read More: The 10 essential elements of a content marketing strategy
Illustration of a man holding a signed document.

Enablement is a real problem. Why isn’t it a real word?

Knock knock. Who’s there? NOT enablement. There’s sales enablement, organizational enablement, and tech enablement. There’s also business enablement, enablement managers, and enablement salary. All you have to do is Google search this word and before you’re finished typing, your drop-down will include even more types of enablement. In fact, it’ll produce nearly 60 million results. […]
Read More: Enablement is a real problem. Why isn’t it a real word?

5 Strategies to Drive Sales Productivity

Simple steps for sellers to do more with less
Read More: 5 Strategies to Drive Sales Productivity

If you made it this far, we must be striking a chord.

Get a Demo
Seismic
  • Product
  • Seismic Enablement Cloud™
  • Sales Content Management
  • Learning & Coaching
  • Buyer Engagement
  • Content Automation
  • Strategy & Planning
  • Enablement Intelligence
  • Solutions
  • Sales Enablement Teams
  • Sales Teams
  • Marketing Teams
  • Resources
  • Blog
  • Resources Center
  • Trending Topics
  • What is Sales Enablement?
  • What is AI-Guided Selling?
  • What is Social Selling?
  • Integrations
  • All Integrations
  • Google
  • Microsoft
  • Salesforce
  • COMPANY
  • Contact Us
  • Careers
ISO 27001 Certified by Schellman
  • © 2022 Seismic
  • Terms of Use
  • Privacy Policy
  • Follow us on Linkedin
  • Follow us on Instagram
  • Follow us on Twitter
  • Follow us on Youtube
  • Follow us on Facebook