Four Ways To Own Your Fund Data

The most successful marketing operations teams have one thing in common: they really own their fund data. Establishing clear ownership and responsibility for the data is critical. In order to take ownership of the data, the first step is to assign data management roles. We recommend building a written matrix defining the following:

• Your data providers (where the data comes from)
• Your data stewards/owners (the person responsible for the data)
• The data consumers (all the places it’s being used)

Read More

Noel Rodolfo Will Leverage a 15-year Tenure with Synthesis to Support Clients in a New Role

Synthesis Technology recently announced that Noel Rodolfo has stepped into a new role of director of client solutions created to support client success and growth.

“In my 15-year tenure at Synthesis, I’ve led both product and project teams. I’m truly excited to be bringing all that experience and knowledge to the client services team, and to take on this valuable new role to help our clients grow.”

Noel has always been able to see a problem from multiple angles and envision effective solutions. When he joined Synthesis as a project manager in 2005, he drew on a combination of technical and business expertise — and an interest in investing — to aptly manage a team responsible for new software implementations and ongoing support for our client base of financial services firms. In this role, Noel helped to ensure clients benefitted from highly tailored software implementations that met their unique requirements.

Read More

Four Common Data Problems Faced by Fund Marketers

A few common phrases we hear from investment marketers are, Our data is a bit of a mess and Our data could use a little housekeeping. In our experience, we have learned that marketers have become the de facto experts on fund data management and automation.

Fund marketers themselves are routinely chasing-down their financial data from many disparate sources, both internal and external. Then, they are trying to extract clean data for use in their customer-facing marketing materials. This process is made more challenging when there are tight time frames. Plus, it has to be done with the highest levels of accuracy and consistency in real-time.Read More

Infographic: How to Get ‘Clean’ Data for Fund Marketing

Do you ever feel like you’re constantly trying to tame the data beast? We work with some of the best fund marketing teams in the industry, so we’ve learned that in many cases marketers have become the de facto experts on fund data.  We have a few stats in this Synthesis Clean Data Infographic supporting what we’ve learned.

Fund marketers are routinely chasing-down their data from many disparate sources (both internal and external) and then trying to extract good clean data for use in their customer-facing marketing materials.

Often times, fund marketers become data experts by default. To make matters more challenging, utilizing the data for marketing must be done within a very tight time frame with the highest levels of accuracy and consistency.

Read More