Synthesis Technology: FactSheet and Pitchbook Automation

Speed-to-market is a competitive asset

Go-to-market 3X faster.

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One-Click Production for Your Investment Content

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We meet you where you are

Turn Your Data into Scalable Content Operations

Data Solutions

Reduce Manual Effort by 90%

Content Automation

Get to Market in 2 weeks instead of 6

3x Faster Production Cycles

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Free Up Your Marketing Team for More Strategic Work

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Synthesis Technology Helps Investment Companies Turn Their Content Operations into a Competitive Advantage

Content Automation

Scale your content by 10x using 95% less human resources. Produce fund fact sheets, pitchbooks, website content, performance reports, and more in the click of a button. Turn your content operations from a cost center into a competitive strategy.

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Content Distribution

Want to scale your sales process? Give sales teams immediate access to updated and compliant content and enable them to create client-centric presentations in minutes. Control your brand, stay in compliance, and get insights into content performance.

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Data Management

Product and data complexity is growing. No matter where you are on your data journey, we organize and repurpose your data to 10X your content production. Arm every department with content that is always accurate, compliant, up to date, and consistent across every channel.

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Four Common Data Problems Faced by Fund Marketers
This article highlights a few of the more common data issues that fund marketers experience when preparing fund data for building factsheets, performance reports, and other marketing documents. Then we’ll discuss how fund data management systems can address each of these common data issues, as well as provide other benefits to investment marketing teams.

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10 Tips for Rebranding Fund Marketing Documents
In the investment marketing world, rebranding happens quite often as firms aspire to differentiate themselves from the competition. When your firm makes branding or design changes, it affects all of your marketing materials. This can be as simple as changing colors and fonts, or it may impact the entire layout, design and component selection of your documents. In this WhitePaper, you'll learn 10 practical tips for rebranding your fund factsheets when you're looking at automation.

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A 3-person marketing team supports 900+ sales reps with Synthesis Decks
Our client is a private banking group of a major NY-based asset management firm. Their three-person marketing team uses our Sales Enablement Solution to provide a highly personalized pitchbook generation and sales enablement platform for upwards of 900 sales reps in 20 different branch offices.

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We help investment companies automate for growth

Global Headquarters
550 W. Van Buren Street,
Suite 1530,
Chicago, IL 60607
(312) 948-4949 | [email protected]

Offices Worldwide
Chicago | Sofia | New Delhi

Go-to-market 3X faster.

One-Click Production for Your Investment Content

Turn Your Data into Scalable Content Operations

Reduce Manual Effort by 90%

3x Faster Production Cycles

Free Up Your Marketing Team for More Strategic Work

Synthesis Technology Helps Investment Companies Turn Their Content Operations into a Competitive Advantage

Content Automation

Content Distribution

Data Management

Four Common Data Problems Faced by Fund Marketers

10 Tips for Rebranding Fund Marketing Documents

A 3-person marketing team supports 900+ sales reps with Synthesis Decks

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We help investment companies automate for growth

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