Marketing Insights for Investment Management

How to Get to “Yes” When Selling to a Private Equity CFO

The CFO at a private capital firm may not be the one logging in daily, but they’re absolutely the one deciding whether your platform gets...

4 min read

Andre discusses the opportunities for technology firms when the markets go sideways.

1 min read

3 min read

Anyone who works in the investment management business, and private capital in particular, knows that the industry can be quite...

3 min read

Learn how to craft a compelling value proposition and positioning statement to stand out, attract customers, and drive conversions.

4 min read

Buyer personas are a critical part of marketing to the private capital industry.

3 min read

good content marketing for invest-tech is of paramount importance

3 min read

Many years ago when I was interviewing for a CMO position, the CEO asked me what my philosophy was in terms of an effective content...

2 min read

In today’s fast-paced, tech-driven world, the role of the Chief Marketing Officer (CMO) is like the conductor of a complex orchestra,...

3 min read