Global Asset and Wealth Manager Uses Data Automation to Achieve Marketing Goals


Our client is one of the largest asset and wealth managers in the world, with $1.5 trillion assets under management. In order to maintain their prestigious reputation with their global investors, accurate data and a quick time-to-market are of the utmost importance to the executive marketing team.

DataHub: Clean data for beautiful marketing communications

The client’s goals were to:

  • Increase the marketing department’s ability to turnaround website and marketing collateral materials quickly
  • Reduce their overall vendor/solution count and related costs
  • Identify and resolve data issues quickly
  • Clarify the role of the internal solution
  • Create more reliable flows of data both to and from the internal data warehouse

The Opportunity:

As with many financial services firms, this mutual fund company found itself with a couple key challenges: 1) An internal product data warehousing project which was sub-optimal for supporting marketing needs. 2) An external data automation specialty firm that was very rigid and unresponsive to the evolving needs and timelines of the marketing organization. In response to these challenges, Synthesis had the opportunity to develop a data management solution to help them streamline their data aggregation process, reduce errors, and improve time-to-market. In order to do so, we first identified the client’s needs:

  • An efficient and accurate solution for processing a large amount of fund data – over 1 million data points per quarter.
  • A solution for feeding clean, consistent data into the Synthesis automation platform, which produces over 35 document sets every quarter.
  • Accurate and timely data to meet critical deadlines.
  • A scalable and flexible solution that allows for any future changes or modifications.
  • A solution that could easily integrate with other 3rd parties that handle other aspects of their communication strategy.


The Solution:

Synthesis’ data management solution (DMS) presented the ideal solution to this challenge. Based on the strength of our product and our excellent client services team, the DBS was selected to act as the principal data aggregator for all mutual fund product data. Synthesis conducted a thorough analysis of every data point to create a scalable solution that could be easily updated and modified without being cost prohibitive. We worked hand-in-hand with the client to define business and data validation rules to deliver clean, accurate, timely and consistent data to their marketing team. It pushes out data to the Synthesis publishing solution and also delivers custom feeds to the website, and the internal data warehouse.

The Results:

The marketing team is no longer bogged down by their data process. The responsibility is taken off of marketing and put back in the hands of the data owners.

  • Clean, consistent data: The marketing team never has to worry about inaccurate or inconsistent data. Data is perfect and delivered on time.
  • Faster turn-around times: As soon as each data set is ready, it is automatically delivered to the Synthesis automation platform for updates to marketing documents like fund factsheets and product guides, which has improved turnaround times.
  • Improved workflow: The high visibility of the  platform has greatly improved the client’s internal organization and workflow structure.
  • Custom reporting: Reporting functionality is customized to track any statistics required by the client including total number of data points reported, number of funds, number of share classes, and more.
  • Reverse data-feed functionality: The clean data produced by feeds into other 3rd party vendor systems to ensure consistency across all of the client’s communication channels.


For more details on this case study or to learn more about our automation solutions, get in touch!
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