Asset Manager’s Guide to Integrating Data for Content Automation

The way you integrate your data will directly impact your success.

When you’re setting up a content automation solution for investment marketing, organized and well-structured data is essential. We like to tell asset managers that “the data is the gold.” In other words, the way you approach the data integration will directly impact the quality, timeline, and budget for implementation. (It will also impact your speed to market and data quality down the road.)

In this guide, we offer five key tips on how to successfully integrate your data. It will also help your team accurately evaluate the scope of work — time, resources, and budget — required to set up a responsive content automation solution.