How we help with Asset Management Marketing

Synthesis Technology specializes in asset management marketing automation for the financial services industry. 100% of our clients are investment managers ranging from $100 billion in assets to industry giants with over $1 trillion AUM.

The asset management marketing and sales process is unique from most other industries. It is highly regulated and involves data-heavy content.  In addition, the sales environment is extremely competitive. As a result, speed and accuracy is paramount in content production and distribution.

In this competitive environment, asset managers need to be first in the door with a solid pitch. When trying to do this, investment sales teams run into a couple problems. The first is waiting for updated marketing materials at the end of the quarter. The other is waiting for marketing to deliver customized materials for important sales meetings. Given these issues, salespeople become frustrated when they have to hunt around for updated and compliant materials. This puts firms in a situation where they can’t be both competitive and compliant.

Synthesis’ asset management marketing automation platform streamlines the content creation and customization process, while greatly minimizing business risks. Our platform helps asset managers beat time-to-market goals for content production. In addition, it helps salespeople find and create custom decks using pre-approved marketing materials. Read more about why salespeople need to be able to customize their own pitch books here.

Our clients rely on us to help them streamline multi-region, multi-product communications and reporting for retail, intermediary, and institutional audiences around the globe.

Asset management marketing case studies:

NY-based Private Bank Automates Pitchbooks for 900+ Sales Reps

Fast-growing Asset Manager Automates Mutual fund and ETF Fact Sheets to Scale Operations

Global Asset and Wealth Manager Uses Data Automation to Achieve Marketing Goals


We help investment companies automate for growth


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