How to Automate & Personalize Content

Bringing together personalization and automation 

In line with my colleague Corey’s approach in the first blog post of this series, let’s ensure we’re all on the same page with these definitions: 

Content personalization enables sellers to tailor content for individual client interactions. 

Content automation streamlines manual workflows by integrating data, text, and other components into marketing assets. 

The magic happens when personalization and automation converge. For instance, marketing teams can utilize LiveDocs to automatically incorporate data required for 80% of a fact sheet’s output, leaving only the remaining 20% to be manually updated with fund commentary, bios, and disclosures. This process is prone to errors and inefficiencies, especially when compliance reviews and approvals are handled via email, documents, or spreadsheets (which might be shared locally or in disparate locations).