Automating Investment Marketing | Synthesis Podcast
In this episode, we are joined by Terry Boyle McDougall, Founder and President of Bright Beam Consulting. In the episode, we ask Terry about her experiences evaluating, purchasing, and implementing solutions to automate marketing materials like fact sheets and pitchbooks. She offers some advice and best practices in terms of evaluating the true cost, calculating ROI, and deciding whether to build or to buy. We hope you take away some useful ideas from this episode. Thanks for listening and enjoy the show!