By Emilie Totten

Between August 20 and 22, financial services professionals will convene in Boston for another social media-oriented conference. Now in its fifth year, LIMRA’s Social Media Conference for Financial Services helps financial services companies develop the expertise they need to build relationships, grow sales and recruit new producers using social platforms.Read More

June – 2014

CLS Investments, an investment management firm based in Omaha, Nebraska, has selected a Synthesis-based pitchbook and presentation management solution to allow its marketing and compliance departments to work together more efficiently. Through the use of Synthesis’s pitchbook and presentation management solution, the CLS Investments teams will be able to streamline the processes they use to produce marketing materials for their whole-seller community.

Synthesis’s FlightDeck™ platform provides sales teams with the ability to interactively create Pitchbooks or proposals quickly and with all the most up to date and relevant information. Presentation materials are controlled by a centralized workflow and approval process.

Since its inception in 1989, CLS Investments has been dedicated to partnering with financial advisors and delivering investment solutions. Twenty-five years later, CLS is still a leader in investment management, and recently added 10 new strategies to its portfolio management methodologies. CLS now works with more than 2,500 financial advisors and manages more than 35,000 client portfolios.

This engagement was made possible through our partner, Merrill Communications.

By Emilie Totten

The MobileBeat conference is a great opportunity for financial services marketers to really sink their teeth into the latest research and statistics related to mobile. The conference takes place July 8 and  9 in San Francisco. Sponsored by technology news site VentureBeat, the event is focused on how companies from all different industries can use mobile to increase profitability.

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May – 2014

Synthesis has just released v4.7 of FlightPath™. This latest update comes with enhancements to the User Interface, Performance, Renderer Technology, Data Loading and Platform Security.

Here are more changes you can expect from the updated FlightPath:

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