Content Automation for Insurance and Retirement Companies

Synthesis provides content automation and sales enablement solutions to some of the world’s most beloved insurance and retirement providers. Our clients offer life and supplemental health insurance, investments, and retirement services with between $200 and $400 billion in assets.

Synthesis Technology’s automation solutions help insurance and retirement companies produce data-heavy marketing materials at scale. Marketing assets like factsheets, pitchbooks, and retirement plan proposals can be produced faster with fewer internal resources.  In addition to content automation, the sales teams within these companies use Synthesis FlightDeck™ to create client-centric sales presentations that are on-brand and compliant.

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

Featured case studies and thought leadership:

Leading retirement team successfully creates custom and compliant presentations at scale using Synthesis FlightDeck.

Large Sales Force Produces More Effective and Highly Customized Retirement Plan Proposals using Automation

Why Pitch Decks Should be Created by Sales, Not Marketing



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