Marketing Performance

Sort By: (Newest to Oldest)
10 Successful Traits of Modern Financial Services Marketing

10 Successful Traits of Modern Financial Services Marketing

Daniel Rodriguez
Written by Daniel Rodriguez October 10, 2013

What makes a financial services marketing team successful in the rapidly evolving world that we live in? Three panelists at the 15th Annual PAICR Conference for marketing and communications professionals in financial services shared their insights. The speakers included Sue Matteson-King, Global Head of Marketing at Morgan Stanley Investment Management, Maureen Bromwell, Managing Director at Munder Capital Management and Jim Link, CMO at PFM Asset Management.

Read More
Marketing Performance
Why Custom Presentations Give Marketers Headaches

Why Custom Presentations Give Marketers Headaches

Daniel Rodriguez
Written by Daniel Rodriguez 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. 

Read More
Marketing Performance, Sales Enablement