New Pitchbook Automation Project for CLS Investments

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TechnologyJune – 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 FlightDeck™ 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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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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