Category Archives: Data Management



Trends in Asset Management Marketing: What to Expect in 2017

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2017 Trends in Asset Management Marketing - Data and Content AutomationLast year, we published a blog on what to expect in asset management marketing in 2016. The post is based on an interview I conducted with Andrew Corn, CEO of E5A Integrated Marketing. During the interview, Andrew and I discussed how 2016 would be the year of transparency and immediacy; the year for asset managers to leverage data to improve segmentation and personalization, create more transparency in the sales process, and provide timely information to every audience, on every channel. At Synthesis Technology, we saw these predictions hold true. Many of our clients made significant improvements to their content delivery methods through strategic data and content automation.

So, what will be the new trends in 2017? How will firms embrace data and technology to be even more competitive? 

Once again, I called upon Andrew to mine his brain for insights. He is the former CIO of Beacon Trust and Clear Asset Management, where he led the development of a multi-factor model to manage long-only equities. He has also designed ETFs and managed two hedge funds. Today, he helps firms leverage digital media and technology to grow sales through marketing and advertising, while adhering to industry regulations.

Here is part 1 (of 2) of our discussion on what to expect in asset management marketing in 2017. Read More

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Business Rules: What They Are and Why You Need Them for Investment Marketing Content Automation

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Using business rules in factsheet automation

Hi, I’m Kim Rebecca. Throughout my career in the global asset management industry, I’ve had the opportunity to help facilitate data-heavy content automation.  I’ve done this on thousands of regulatory documents, marketing collateral, presentations, web pages and so on. Actually, it’s probably hundreds of thousands. One of the key advantages of content automation is the accommodation of the ever-expanding scope of distribution. It allows product marketers such as myself to bolster their bragging rights. I’ve had the good fortune to help three global asset managers with their content automation efforts ­­— prominent and well-recognized firms managing assets galore. I was thus somewhat surprised to find that a common challenge in the implementation phase of all of their automation was something seemingly basic: the identification and articulation of something called business rules.Read More

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Trends in Asset Management Marketing: What to Expect in 2016

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Asset Management Marketing Trends 2016

(To read our blog on Trends in Asset Management Marketing for 2017, click here.)

You know that guy who always has something interesting to share and teaches you something new in each conversation? The guy that always seems to have a pulse on what’s currently going on in the industry? Andrew Corn, CEO of E5A Integrated Marketing, is “that guy” for me.Read More

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CEO Talks: Leveraging Data to Create Customer-Centric Pitchbooks

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By Emilie Totten

Financial Technology Forum 2015
Last month, our CEO, John Toepfer, was invited to speak at the Financial Technology Forum (FTF) held at Trump Tower in Chicago. This two-day event brought together CTO-level executives from Asset Management firms to discuss the issues around pitchbook automation, vendor management, CRM integration, data governance, and other IT-related topics. The Financial Technology Forum events are a division of Institutional Investor and held bi-annually for its members.Read More

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