Category Archives: Automating Investment Marketing Podcast



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

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Noel Rodolfo Synthesis Technology New Role Client Solutions Director

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.

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3 Factors that Complicate Fact Sheet Automation

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3 Factors that Complicate Factsheet Automation

When discussing content automation goals, buzzwords like ‘streamlining’, ‘consistency’, and ‘efficiency’ are often tossed around. These are good goals to strive for but can be difficult to achieve due to business reasons beyond marketing’s control. After all, the products represent different strategies, ages, data, and audiences; therefore, the literature has to reflect this. In the end, the main goal of content automation should be to make the process as simple as your firm’s business rules and product nuances will allow.

As we discussed in a recent post, the complexity of your fact sheets is one of the main driving factors behind the cost of implementing and maintaining an automated solution. In this blog post, we’ll identify and discuss the top 3 factors that complicate fact sheet automation:

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Avoiding Failure: 3 Reasons Content Automation Implementations Fail at Investment Companies

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How Investment Companies Can Avoid Failed Content Automation Implementations

When making an investment in marketing or sales technology,  getting the implementation right is critical.

A recent article in Fund Technology states that third-parties are increasingly prevalent, but onboarding and vetting can be taxing. The decision to implement new technology adds short-term complexity and creates both financial and reputational risk.

No matter where you sit in your marketing or sales organization, chances are you’ve been exposed to the enormous undertaking of a marketing tech implementation. CRMs, marketing automation, and content management systems are critical and commonplace.  Problematic Martech implementations often stem from a lack of time, budget, or resources. When an organization decides to minimize time, costs, and efforts at the outset, they limit their ability to actually achieve their goals.Read More

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[Podcast] Conquering Compliance: Creating Marketing Processes that Salespeople Will Follow

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Red Oak Compliance CEO Stephen Pope

Red Oak Compliance CEO, Stephen Pope, discusses how asset managers can create marketing and sales processes that are both compliant and extremely efficient.

In this episode, we are joined by Stephen Pope, CEO and co-Founder of Red Oak Compliance. Stephen offers us some insight into the current issues and challenges he’s seeing with the marketing and sales process at asset management firms today. He explains how firms are creating marketing approval processes that salespeople will actually follow, and offers best practices for improving time-to-market of sales materials, such as a three-tier risk workflow system. Red Oak helps financial services companies improve their regulatory advertising review workflow processes. Their industry-leading web-based SaaS application, Admaster, helps firms get their materials approved and to market in less time, reduce regulatory risk, and improve efficiency. We hope you takeaway some useful ideas from this episode. Thank you for listening and enjoy the show!

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