Category Archives: Global Marketing Operations



[Podcast] The Future of Sales Enablement for Asset Managers with Matt Suggs

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Matt Suggs

Listen to our guest, Matt Suggs, discuss the future of sales enablement — “Evolved Selling”.

Matt Suggs, EVP of Sales and Customer Success at Mediafly, sat down with myself and Synthesis CEO, John Toepfer, to discuss the future of sales enablement.

Matt is A 20-year software sales veteran with experience working for industry giants like Oracle and SAP Ariba. In this episode, he offers insight into why B2B buyers hate being sold to and how asset managers can use technology to provide a truly engaging and compelling client experience. Some of the topics we touch on in this episode include the four pillars of “evolved selling”, why mobile technology lines are becoming blurred, the true meaning of personalization, and how interactive experiences are directly impacting sales success and bottom-line revenue. We hope you’ll take away some useful insights from this episode.

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5 Mistakes Asset Managers Make When Managing Disclosures

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Five biggest disclosure management mistakes by asset managers

Managing disclosure language has been a critical element of Synthesis’ document automation approach for almost two decades. Even with modern technology and processes, disclosures continue to be a pain-point for most asset management firms. Recently, we’ve been doing research into the processes asset managers use to manage their disclosures. The goal of this research is to better-understand why disclosure management continues to be problematic. Through our discussions with marketing and compliance professionals at large and small investment management firms, we’ve been digging-into how firms create, edit, distribute, and retire disclosure language — and what the major issues are.Read More

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Key Findings from our Second-Annual Investment Marketing Roundtable

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In May 2017, we hosted a private roundtable, moderated by Candyce Edelen of PropelGrowth. At the table were 15 senior marketers from various investment management firms. This was our second annual event, with about half of the participants returning from last year. The participant firms included boutique asset managers, medium-sized regional and global investment firms, and 3 of the top 20 global asset managers. AUM for the firms represented ranges from $20 Billion to more than $2 Trillion. All of the participants serve multiple channels including institutional (trusts, foundations, pensions, corporations, etc.), intermediary and direct retail advisor channels.Read More

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Asset Managers Describe Disclosure Management Processes as ‘Cumbersome’ and ‘Risky’

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Global Disclosure Management for Asset Managers

New SEC regulations like Form ADV and N-PORT are putting even more pressure on registered investment companies to examine their regulatory enterprise risk management practices. Fund Operations reported that “RICs need to embrace the mandate of the new regulatory initiatives and proactively develop, implement and maintain robust Regulatory ERM systems to comply with…reporting obligations.”

As regulators continue to amp-up their scrutiny, many asset managers are taking a hard look at how they’re managing disclosures. Read More

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