Multi-language Fact Sheet Automation Project for Boston-based Investment Manager

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January – 2013
A major Boston-based investment manager has selected a Synthesis FlightPath™ solution for the automation and production of fund factsheets. This large project will grow to involve support for more than 10,000 documents annually, spanning up to 15 different languages. The Synthesis solution was chosen via a competitive RFP process based on our solution maturity and depth of capability. Additionally, during the competition, Synthesis was able to provide a working proof of concept that addressed a number of the required features related to workflow and process controls on multi-language translation integration

Synthesis’s depth of knowledge and experience in automating marketing documents for financial services firms also helped to make us the compelling choice in this competition. This sales effort was conducted in cooperation with our long time industry partner, Merrill Communications, LLC. We look forward to providing the highest level of service and building a long lasting partnership with our latest client. For more information, please contact us via: [email protected].

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Emilie is Chief Marketing Officer at Synthesis. She brings over 15 years of integrated sales and marketing experience working with financial services, SaaS, and health and wellness companies. Her passion is architecting holistic marketing strategies that align with each business function to achieve client experience, employee advocacy, and revenue goals. When she isn't marketing, you can find her rehabbing her home in the Chicago suburbs, practicing yoga, or spending time with her family.


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