New Pitchbook Automation Project for CLS Investments
June – 2014
CLS Investments, an investment management firm based in Omaha, Nebraska, has selected a Synthesis-based pitchbook and presentation management solution to allow its marketing and compliance departments to work together more efficiently. Through the use of Synthesis’s pitchbook and presentation management solution, the CLS Investments teams will be able to streamline the processes they use to produce marketing materials for their whole-seller community.
Synthesis’s Synthesis Decks™ platform provides sales teams with the ability to interactively create Pitchbooks or proposals quickly and with all the most up to date and relevant information. Presentation materials are controlled by a centralized workflow and approval process.
Since its inception in 1989, CLS Investments has been dedicated to partnering with financial advisors and delivering investment solutions. Twenty-five years later, CLS is still a leader in investment management, and recently added 10 new strategies to its portfolio management methodologies. CLS now works with more than 2,500 financial advisors and manages more than 35,000 client portfolios.
This engagement was made possible through our partner, Merrill Communications.
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