by Ryan Thibodeaux, October 2019
Investment management firms frequently create marketing materials that are approved for "Institutional Use Only" or "Financial Professional Use Only", and therefore typically only use these materials in one-on-one communications with client and prospects. However, in today's environment, financial intermediaries want access to this content on-demand.
How can you reduce the time spent sending the most recent materials? How can you make this content available on your web site without having to get it approved for Retail Use? How can you make this process more effective and efficient, while adhering with compliance policies & procedures?....
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