Lisa Roth at Pzena Investment Management says it’s not enough to just identify the pain points and problems. It’s more important to resolve them.
(Inevitably, when pursuing achievements in performance measurement and client reporting disciplines, there will be pain points. For Lisa Roth, director of marketing operations at Pzena Investment Management, it’s not enough to identify the pain points and problems. It’s more important to resolve them, find solutions and create an opportunity for leadership. Roth is likely to face more pain points as she and her team have begun automating the production of their recurrent content, such as fact sheets, pitchbooks, and newsletters. The effort has inspired her to participate in the PMCR 2026 conference and join the “Creating Compelling and Compliant Servicing and Marketing Content Through Automation” panel.)
Professional Background/Expertise
Q: Can you tell us a bit about your role and what your day-to-day looks like at Pzena Investment Management?
A: I was recently promoted to head of marketing content and digital operations, and essentially, I lead the teams that provide marketing support to our business development and client servicing efforts.
My day-to-day involves mostly strategic planning, project execution, and working to further the career development of the people in my department.
Q: What’s a recent project or initiative your team has worked on that has made the biggest impact for your organization?
A: Last year, we completely rebuilt our website to better service our global client base and more appropriately reflect our brand. The new site is segmented by geography and investor type, offering a much better user experience. We also worked with Kurtosys to integrate data feeds to provide all of the data that our sales and client teams felt we should have readily available on the site.
Q: What is your dream project?
A: The website overhaul was something I had wanted to do for a long time, but now that it is up and running, I suppose I want to ensure that all of our materials and messaging are equally polished and reflective of our firm. Additionally, we have been steadily increasing our offerings in A/V channels, with regular podcasts, webinars, and videos with our investment team. I want to continue to professionally produce these different ways for our clients and prospects to consume our insights.
Session Insights
Q: What inspired you to participate in PMCR 2026 and join the "Creating Compelling and Compliant Servicing and Marketing Content Through Automation" panel?
A: My colleague Nick Padgen suggested that I participate in the conference, as he has in the past, and this topic was relevant for me because we are in the process of automating production of our recurrent content (i.e., fact sheets, pitchbooks, newsletter) utilizing Kurtosys.
Q: What do you think makes "Creating Compelling and Compliant Servicing & Marketing Content Through Automation" especially relevant for today’s investment operations landscape?
A: People want and expect more data, and they want it provided faster than ever before – not just in the investment world, but everywhere. We have to be able to get information into the hands (/inboxes/portals/databases) of our clients and prospects around the world in a timely manner while maintaining our high bar of excellence. We have thankfully built out our data framework over the past many years, and we are now looking to automation as a next logical step to add efficiency.
Industry Challenges & Trends
Q: What’s one of the biggest challenges your team or clients are facing right now? Can you fill us in on how you are approaching it?
A: As I mentioned, we face growing demand from clients and prospects for more data and insights, while also dealing with compliance regulations, which vary by geography. We are implementing a solution with Kurtosys to automate the generation of many of our recurring marketing materials, and we are connecting that workflow with the system used by our compliance team to enhance efficiency on that front.
Q: How do you foresee technology (A.I., blockchains, digital assets, automation, data analytics, etc.) reshaping your area of expertise over the next year or two? Any major shifts you are preparing for?
A: In addition to our project with Kurtosys, we are hoping to continue gaining efficiency in our RFP [request for proposal] process with AI tools. I would love to envision a future where our RFP writers are able to spend the majority of their time on crafting thoughtful answers to the more complex questions and on tailoring more personalized responses for the client or future client.
Q: Which technology has impressed you? Which technology has disappointed you?
A: We are very pleased to partner with Kurtosys. We moved to using Responsive for RFP within the past year or so, and it has been quite well received by the team. We are still looking at A.I. tools to assist with copyediting, but I haven’t yet found one that helped beyond a very basic level of identifying typos and comma errors.
The PMCR Experience
Q: What are you most excited about learning at PMCR?
A: I’m excited to hear how our peers are embracing new technology, what successes they have had, and what struggles they have faced. I am ready to learn as much as possible and explore what could help strengthen my team.
Q: What do you hope attendees will walk away with after hearing your session?
A: I hope the attendees (and I!) walk away with a greater sense of what is possible, realistic, and challenging about content automation.
Getting to Know You
Q: What’s one thing people might be surprised to learn about you?
A: I grew up in a VERY small town in Texas and originally moved to New York to be an actress. Thankfully, I lost the accent!
Q: What’s the best piece of career advice you’ve ever received (or would share)?
A: Be a problem solver. Rather than simply identifying pain points, offer suggestions for solutions. In the best environments – like our firm! – you may gain an opportunity for leadership if your ideas are implemented, and even if they aren’t, you will learn from the experience of carefully thinking through the problem.