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

Register at right to download your copy of the report.

When you register to access this report, your contact information will be shared with our sponsor. They publish useful information about marketing in the financial services industry. But don’t worry. They’re not spammers, and you can easily opt out from any email you receive.