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Webinar

Best Practices in Managing Complex Content Webinar

The SME Forum virtual event series.

Most Asset Management firms have made progress in automating elements of content management. However, one challenge remains – how to efficiently align shared content. Learn how to get out of Word, Excel and manual processes with a more structured, data-driven approach to content management.

This webinar discussed the challenges and solutions on the following topics:

  • Challenges of managing disclosures, bios, product descriptions and other shared content
  • Version control and brand/compliance risk
  • Content workflow and approvals
  • Content taxonomies and metadata
  • Integrating across the marketing and regulatory tech stack
  • Best practices and lessons learned

Watch this webinar featuring speakers Ed Hrybenko, Vice President of Marketing & Regulatory Communication Solutions at Broadridge and Patrice Trichon, Managing Director Head of Marketing at 1919 Investment Counsel, LLC.

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