New Customer Announcement – JP Morgan Securities

Share Button

September – 2011
The Synthesis FlightDeck™ PreSales solution has been selected by a unit of JP Morgan Chase to support customizable compliance-controlled sales presentations for their network of 450 financial advisers.  FlightDeck was selected for this project based on the depth of product features and the completely customizable user experience it offers.  FlightDeck allows a field sales force to follow a structured and compliance-driven process to build pitch-specific sales kits via an easy to use web interface.  This opportunity was made possible by Synthesis’ long time collaboration with Merrill Communication.  For more information please contact us via: info@snth.com.

(FlightDeck – PreSales is also sold by Merrill Communication under the trade name slideLocker)

Share Button
Here are some related resources that might interest you:
Investment Marketing ADA Compliance
From the Blog:
The Growing Importance of ADA Compliance for Accessible Investment Marketing Communications
9 Easy Steps sondhelm partners guest post synthesis technology
From the Blog:
9 Easy Steps to Develop Your Strategic Plan in 30 Days
Asset Managers Marketing Agility
From the Blog:
Marketing Agility Pro Tips for Asset Managers

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.

SIGN UP FOR OUR NEWSLETTER

Keep up to date with the latest news and insights.

Don't worry, you can unsubscribe at any time.

REQUEST INFO

Have a question, or need some more information? Contact us, we’d love to hear from you.

CONTACT US

We help investment companies automate for growth

 

Follow Us

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.

This exclusive report is available only to our subscribers. Please complete the form below to subscribe and receive a link to the file.
You may unsubscribe at any time