Fall 2020 Client Summit


Financial communicators are tasked with producing valuable, accurate content. They’re also increasingly being asked to push out highly customized deliverables in a shorter timeframe, leading to a need for new processes and systems to create efficiency for their teams.

For our Fall 2020 Client Summit, we asked communicators from several leading industry firms to share the best practices they’re using to turn out quality content. Attendees shared how they’re meeting the demands for timely customization using various strategies, including technology and standardizing formats.

We’ve compiled what’s working for these communicators – and what they’re still figuring out. Want to learn more? Fill out the form below and we’ll send you our notes from this event.

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