Synthesis to Automate FactSheets, Pitchbooks, Commentaries, and RFPs for San Francisco-based Investment Manager

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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.

This project will grow to involve support for more than 500 automated documents quarterly.  Later project phases may include content and data management initiatives supporting integrated web and direct marketing activities. The Synthesis solution was chosen to replace an incumbent vendor’s technology based on our platform’s extreme maturity and capability. The client stated at the outset of the sales process that “we won’t be making a change unless we see a solution with significantly more depth of capability than our current tool.”  The Synthesis solution package clearly met this threshold requirement.

This sales effort was conducted in cooperation with our long time industry partner, Merrill Communications, LLC. We look forward to providing the highest level of service and building a long lasting partnership with our newest client. For more information, please contact us via:  [email protected].

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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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