Exclusive 2017 Roundtable Report
In May 2017, PropelGrowth and Synthesis Technologies assembled a group of 15 investment sales and marketing leaders from Tier-1 Banks and investment management companies to talk about trends, challenges, and solutions for marketing and sales.
In this exclusive report, we share ideas and insights from our roundtable discussion. Topics include:
- Customer-centric versus investment-centric marketing
- Marketing strategy in terms of branding, thought leadership and sales support
- Lead generation, nurturing and account-based marketing
- Marketing technology, budgets and the very painful buying process
- Analytics and tracking ROI
