Category Archives: FinTech



How much does it cost to automate factsheets? 🧐

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How much does fact sheet automation cost? What's the best approach?

In a budget-conscious financial services industry, marketing spend is a top concern.  That’s why, when we meet new firms looking to invest in automating their factsheet production, one of the first questions marketers ask is, ‘How much will factsheet automation it cost?’.  Before digging into their business requirements, our dreaded answer is: It depends. There are many factors to be considered. Firms take many approaches, and one size does NOT fit all.

Among the major dependencies affecting the cost of automating your marketing documents are:

  • Complexity of your designs
  • Number of templates and variations you have
  • Complexity of your data
  • Extent of your language requirements
  • Amount of flexibility you have with requirements
  • Number of documents to be produced

The complexity of your factsheets and flexibility of your firm’s operating model will ultimately determine the cost for automating them during production. To give you a better idea of what this means, let’s look at a few common scenarios. These are actual case studies of companies who have implemented factsheet automation recently with Synthesis and how much it cost them.Read More

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Print is Dead, Long Live Print!

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The value of high quality print literature and printed fact sheets Print Is Dead

I’ve been in the computer-driven publishing industry my entire working life. For better or worse, that’s going on 30 years and six firms worth of experience building and selling systems to support the print (or print-like) communications needs of large businesses selling or supporting high-value goods and services. I’ve worked with Airlines, Pharmaceuticals, Auto Parts, Reference Publishers, Military, and Financial business. All have significant data-and-rules driven content publishing needs, including well-designed print artifacts. Supporting publishing in the financial services world makes up a majority of this experience, but we gain wisdom by understanding similarities and differences between multiple business sectors and markets.

For 87.3% of my long and illustrious career in supporting print communications, people have taken the position that Print is Dead… or soon will be. While there are specific examples and versions of this narrative that are true, I’m here to talk today about where and why it is not true!

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Thinking Outside the “Sales Box” to Keep Financial Advisors Engaged

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Understanding the challenges asset managers and their salespeople face in generating leads and winning new business has always been a key driver of our product development and enhancement efforts.

But the conversations we’ve been having with these firms have radically changed since the COVID-19 crisis began. The volatile market environment, in combination with the embargo on in-person meetings, has pushed typical product-and-performance meetings to the backburner. Sales teams have replaced lunch-and-learns and walk-in visits with digital marketing campaigns and Zoom sessions. As a result, wholesalers have had to find innovative ways to keep financial advisors engaged, many of whom are struggling with similar client acquisition and retention challenges.

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How to Rock Your Content Automation Implementation

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In a blog post by our CEO, he draws a comparison between setting up a rock concert and doing an investment management content automation implementation. In the post, he points out that the critical behind-the-scenes logistics of these operations are not fully appreciated. But they’re vital to the outcome.

For example, think back to a time you arrived early to a concert. You may have noticed the roadies methodically working to get all the equipment set up and working perfectly. Because of this, the band can just get up on stage, grab their instruments, and put on a great show. The roadies and logistics teams don’t get the attention from all the screaming, raging fans, but they certainly deserve some recognition for the role they play.

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