By Emilie Totten – Marketing Manager, Synthesis

Marketing professionals in financial services have a lot of great events to look forward to this summer! Wednesday, June 11, Argyle Executive Forum, a membership-based professional services firm, will be hosting a meeting in New York City geared toward marketers in the financial services industry – The Chief Marketing Officer Leadership Forum: Spotlight on Financial Services.

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By Emilie Totten

The Social Business Innovation Summit wound down earlier this May, after an exciting few days of discussions. Sponsored by Hearsay Social, a social media marketing management platform, the annual conference is a meeting of industry leaders in the technology and financial services sphere. Industry and thought leaders traveled from across the globe to join in the conversation in San Francisco. The conference put individuals from different areas in touch, creating vibrant discussion inspired by the speakers.

Hearsay Social CEO Clara Shih started off the summit with a presentation on how social media enhances human capital rather than replacing it. Customers are finding more information online and expect to be able to use multiple devices. They often want personalized service and the ability to interact with companies in the way they choose.

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By Emilie Totten

Financial service management sales reps and marketers have another upcoming event to get excited about. LIMRA’s 2014 Marketing and Research Conference in Boston started on May 28, and it’s not too late to register and attend sessions over the next few days.Read More

A major San Francisco-based investment manager has selected Synthesis Technology to automate the production of their fund factsheets, commentaries, pitchbooks, and RFPs. This firm is one of the nation’s largest and most experienced investment management and brokerage firms with over $250 billion in assets under management.

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