Automate your investment marketing content.
Win more business.

Synthesis helps investment companies become more efficient, customer-centric, strategic, and competitive by automating their sales, marketing, and client communication assets.

The investment marketing updating process can be chaotic. You’re juggling product data, disclosures, templates, artwork, copy — and this information is constantly changing. Producing your key content assets like fund fact sheets, pitch books, websites, and commentaries, is time consuming and error-prone. Automation will help you streamline your production tasks, save time, and minimize risk. It also helps your team focus on strategy and innovation, instead of getting buried in the tactics of manually producing and updating your marketing content.

Our Hybrid Model: Technology + Professional Services

We aren’t just a technology platform, we are a team of automation experts who work with you to configure an automation solution that fits your unique needs. We analyze your marketing assets and operational processes to provide a customer-centric automation solution. We also perform the tasks your internal team may not have the time or resources to do like integrating your data, setting up your templates, and providing ongoing support and maintenance of the automation system. Think of us as an extension of your team, helping you make the most out of your automation solution to get work done efficiently and effectively. This way, you can leave the heavy lifting to us, and focus your internal team on more strategic work.

Who uses our technology?

Investment marketers, salespeople, product managers, analysts, compliance officers, and IT managers use our platform to accomplish a wide range of communication goals from aggregating and calculating portfolio data to managing disclosures to automating the production of fact sheets and other communication assets. Marketers and Product Managers are typically the “champions” of this type of technology, who work with their business partners in Sales, IT, and Compliance to bring the benefits of automation to their organization.

What does our technology do?

The simplest way to describe our technology is that it aggregates and validates your information and then automatically builds your marketing content and distributes it to it’s final destination – website, sales team, printer, email, etc. Your entire marketing production and sales enablement process is simplified and error-free.

Synthesis Technology Document Automation, Data Management, and Sales Enablement Platform

At it’s core, our platform is a data quality, information management, publishing and distribution tool. We understand that no two firms operate the same. That’s why we configure our platform to suit each client’s exact workflow, output, and distribution needs. It is well-suited for streamlining complex communication strategies involving many product lines, data types, audiences, and distribution channels.

Improve data processes and quality

Automate your investment data management process and get immediate access to clean, reliable data to enable your communications strategy.

  • Aggregate data from many sources
  • Validate, normalize, and calculate data
  • Securely store data in a centralized repository for reporting, marketing, and communications
  • Automate reverse data feeds to other downstream systems, people, or processes to ensure consistency across different outputs

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Help your team update and produce marketing content faster, with less risk

Automate the production of your fund fact sheets, commentaries, prospectuses, enrollment kits, website updates, and other communication assets.

  • Automate monthly and quarterly production cycles
  • Get to market faster with your communications
  • Improve accuracy, ensure compliance, and minimize risk
  • Enable Sales teams and other groups who use your communication materials

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Help Sales deliver more customer-centric presentations to clients and prospects and be more competitive

Enable your sales force with a turnkey sales presentation solution.

  • Get immediate access to compliant presentation content
  • Quickly personalize your presentations
  • Get data on audience engagement
  • Be more competitive

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Want to talk?

Get in touch! We’d love to learn more about your sales, marketing, and client communication goals.

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What's Your Story?

We’d love to learn more about your situation and needs. To speak with one of our automation experts or see demos of our products, drop us a line using the form below or call us at 312-948-4949.

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