Category Archives: Client Service



For Asset Managers, The Profit Is In The Relationship

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The following is a guest post by Dan Sondhelm, CEO of Sondhelm PartnersThis post originally appeared on the Sondhelm Partners Blog.

The economic pressure that has weighed down asset managers over the last couple of years will continue to mount in 2019, especially as the tide of market-induced asset growth subsides. The established industry trends – rising passive inflows, fee compression, increased regulation, continuing platform rationalization – are inescapable, threatening profit margins of the least prepared asset managers. In response, firms are intensifying their efforts to streamline distribution costs and improve their offerings, but many still fall short of differentiating themselves among financial advisors, which could be the ultimate key to sustainable profits in this shifting landscape.

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The 3 Ways to Approach Content Automation

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3 ways to approach content automation

By Rachel Totten

Due to the competitive nature of the financial services industry, content automation has become a strategic priority for many.  With a finish line goal to improve scalability, risk management and brand compliance, the race is on to improve marketing and sales operations.  The challenge firms face is knowing how to approach content automation.  Is it better to build or buy?  What are the differences between the leading vendors, and their approaches?

In 2017, we commissioned some research on how asset managers are automating content production.  The research found 3 common models: Fully outsourced, DIY, and hybrid.  Here’s a brief description of each and the pros and cons.

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How to Prep Your Team for Digital Sales Enablement

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Guest post by Meghan Rees, Digital Communications at Mediafly


Sales and marketing teams in the financial services industry have their work cut out for them. Marketing teams struggle to create content and processes that will be well-received by the sales group. Salespeople, in an effort to be more client-centric, tweak materials themselves, creating “rogue” content that is not compliant with regulatory and brand standards. When compliance approvals and procedures are bypassed, the firm is exposed to significant risk.

To some extent, all investment firms struggle to create and present client-focused content that is on-brand and compliant. Weighed-down by the risk of penalties and the pressure of working in a competitive business environment, financial services companies are turning to digital platforms to streamline their efforts and improve engagement with prospective clients.

Adopting a sales enablement solution may be the obvious choice to help with content automation and effective sales engagement, but building a case internally and setting expectations with the teams are crucial to a successful implementation.

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Celebrating 20 Years: A Message From Synthesis CEO

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By John Toepfer

Synthesis is celebrating 20 years in business this month.  For me, this is an event that calls for both reflection on the past and reaffirmation of our vision for the future.

These 20 years came and went in what feels like the blink of an eye. At a high-level, it feels like a blur of RFPs, client meetings, implementations, contract negotiations, partnerships, financial reports and company picnics. However, when you take time to look more closely, you see more than just a fog of work. You begin to see key events that really made the difference; Hiring of people who turned out to be key leaders or fantastic engineers, finding partners who understood our value proposition and helped us take it to market, and landing clients who understood bigger is not necessarily better… better is better.

An organization is only as good as the talented people they hire, especially in a business of our nature.  We’ve been extremely fortunate in that regard. Credit for our success and longevity boils down to the amazing, intelligent and hardworking team members we’ve been fortunate enough to hire, several of whom have been with us for 15 years or more. Their passion and dedication set us apart in this industry.  I’ve never known a staff to be as committed and loyal as the teams we have here at Synthesis. I am truly thankful for the people that we have, even those no longer with us, for the positive mark they’ve left on our company and with our clients. In turn, I’m also thankful for the many clients who treat us as true partners where “mutual” is the key word in our success.  I thank you all for your hard work, loyalty and service, and look forward to what we can accomplish together in the future!Read More

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