Why Content Is at the Heart of Wealth Management Webinar | Quark
Content-heavy industries like wealth management struggle to scale complex documents such as client investment reports while keeping information accurate and personalized. This webinar features Emerson Welch, VP of Marketing at Quark Software, discussing how firms improve client engagement by rethinking their content operations. View the webinar to see how streamlined content operations support better client communication, then reach out to Connection to continue the conversation about content automation strategies.
How is content transforming client engagement in wealth management?
Firms are reshaping client engagement by reimagining how they manage and deliver content. This includes scaling documents like client investment reports and fund fact sheets across various brands and regions, localizing ESG reports and market outlooks in real time, and delivering dynamic content that adapts to changing market conditions.
What role does technology play in content management?
A content technology strategy centralizes enterprise content collaboration and incorporates built-in version control. This approach helps streamline processes, ensuring that all stakeholders have access to the most current and relevant information, which is essential for effective client engagement.
Why does Quark use Microsoft Azure?
Quark leverages Microsoft Azure to enhance its AI capabilities and enterprise infrastructure, allowing for end-to-end process automation. This partnership enables Quark to streamline content deployment and improve overall efficiency in managing and delivering content.

Why Content Is at the Heart of Wealth Management Webinar | Quark
published by Connection
Connection is a Fortune 1000 Global Solutions Provider that connects people with technology to enhance growth, elevate productivity, and empower innovation.
Founded in 1982, Connection delivers valuable IT services and advanced technology solutions to business, government, education, and healthcare markets. Today, we serve our customers through our staff of highly trained Account Managers, our team of on-staff experts, and our efficient procurement websites. We are also proud to offer custom-configured computer systems from a ISO 9001:2015 certified technical configuration lab at our distribution center in Wilmington, OH.
Our company has over 2,500 technical certifications that ensure our experts can solve any customer need, no matter how complex. Additionally, our GlobalServe offering delivers global procurement solutions through our network of 500 suppliers in 174 countries.