Asset Management Martech Stack Insights and Trends


Curious how investment marketers are using and prioritizing their marketing technology stacks? Synthesis, The Growth Strategy Group and Sondhelm Partners conducted research to uncover what investment marketers across the industry are using in their technology stacks, how they prioritize the technology, and how it will change over the next 2 years.

Here are some of our key findings:

  • Just 6% of respondents reported having a very well-integrated marketing technology stack and 41% reported that their systems were not very well integrated.
  • Just 29% of firms are using a sales enablement platform, and boutiques lag larger firms.
  • 82% of respondents said Improving operational efficiencies is the main driver for changes in the tech stack over the next 2 years.

Download the full report now.