Category Archives: Disclosure Management



Four Common Data Problems Faced by Fund Marketers

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Four problems with data faced by fund marketers

A few common phrases we hear from investment marketers are, Our data is a bit of a mess and Our data could use a little housekeeping. In our experience, we have learned that marketers have become the de facto experts on fund data management and automation.

Fund marketers themselves are routinely chasing-down their financial data from many disparate sources, both internal and external. Then, they are trying to extract clean data for use in their customer-facing marketing materials. This process is made more challenging when there are tight time frames. Plus, it has to be done with the highest levels of accuracy and consistency in real-time.Read More

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Key Takeaways From Our 2018 Factsheet Production Study

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Synthesis Technology Mutual Fund Factsheet Production Study

In 2018, we conducted a Mutual Fund Fact Sheet Production Study, where we analyzed 235 factsheets from 47 asset management firms of all shapes and sizes. A few factors observed included publish date, modification date and how the file was produced.  The two most observed methods were using automation and producing factsheets manually.  To find the firm’s production method, we turned to the metadata to show us what applications, software, or tools they were using to create the PDFs. After digging deeper into the metadata, we identified some key reasons why firms have longer production durations or later release dates. We were also able to make some observations about what drives efficiency, and the findings were pretty shocking. Read on to get the scoop!

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Build or Buy: How to Decide?

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Build vs. Buy for Financial Services: How to Decide When You're Considering Automation

When looking at content automation and sales enablement solutions, firms are often confronted with a tough decision: To build or buy? Over the past 20 years, I’ve participated in many of these discussions and seen it go both ways. Sometimes the decision is successful and other times it ends up a costly mistake. On one hand, it isn’t always less expensive nor less risky to build software as opposed to buying commercial solutions. For example, when application development projects are initiated with the intent of justifying and maintaining the technology team. Then, unfortunately, they never get off the ground because they can’t be supported technically or economically. What then happens, after all the internal effort and expense, is a new commercial solution is procured to replace it.

On the other hand, sometimes the technological or business needs are so pertinent to operations that they cannot be outsourced. In these circumstances, there’s a good case for insourcing as opposed to outsourcing if the board of directors approves. Also, the IT organization must be truly committed to the budget and vision. At the end of the day, the success or failure of development efforts should be measured against the same criteria. When weighing the decision to build or buy, I recommend using these six criteria:

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The 3 Ways to Approach Content Automation

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3 ways to approach content automation

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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