The recent MFEA Digital Summit drew digital marketers from the asset management industry. The agenda covered important topics including: Marketing Automation Platforms, Sales Enablement, Content Management Systems, Content Distribution, Data Management and Integration, Customer Experience Management, and Lead to Revenue to name a few. Attendees got to hear from select partners and, most importantly, each other on how to advance their Marketing program. I was super proud of the work Julia Binder and Victor did in our panel on the Rise of the OmniChannel Advisor.
One of fun things attendees enjoyed was hearing about the “Cool Tools” used by others to solve specific challenges. These aren’t the major platforms used by digital marketers – these are the nifty gizmos that make your job easier.
Crystal Knows uses what individuals have shared on the internet (or what others have shared about them) and runs that through a series of personality tests. The result is guidance on how best to communicate with an individual. For example, if a person favors brevity, you best get to the point, but if they prefer a well reasoned explanation you better bring the facts! It’s a great prospecting tool and it likely plugs into the tools you already use. To demonstrate I plugged Jeremy Floyd into Crystal Knows. It provides a lot of advice. Here’s what it said about emailing Jeremy: 
Credit: Jeremy Floyd
Studies have shown that the title of online piece is as important as the piece itself. If the title is not compelling, your audience is unlikely to click through. CoSchedule provides a free headline analyzer that scores your title providing insights on how to get the best results. The site favors “How To” posts which may not work for everyone but it will get you thinking about your audience and what messaging will connect with them.
This post was originally titled “Cool Tools For Digital Marketers,” you can see my Headline Analyzer results below.
Credit: John Refford ← yours truly
As discussed in this tutorial, Jenkins is a free, open source tool to perform continuous integration and build automation. Jenkins is configured to execute a series of steps such as performing a software build → running a shell script → archiving the build result → starting integration tests.
Credit: David Roe
Seismic is a Sales Enablement platform used by a mobile sales force to access content designed and approved by Marketing. It is used to ensure field sales has easy access to latest proposals, presentations, contracts, etc.
Knowing that developing engaging, interactive content is critical to prospecting and top of the funnel activity, digital marketers are turning to tools like Jebbit to create micro-content that engages your target market segments. Jebbit’s solutions cover display, on-site, native, social, search and email.
Credit: John Stone
