By Emilie Totten

The Social Business Innovation Summit wound down earlier this May, after an exciting few days of discussions. Sponsored by Hearsay Social, a social media marketing management platform, the annual conference is a meeting of industry leaders in the technology and financial services sphere. Industry and thought leaders traveled from across the globe to join in the conversation in San Francisco. The conference put individuals from different areas in touch, creating vibrant discussion inspired by the speakers.

Hearsay Social CEO Clara Shih started off the summit with a presentation on how social media enhances human capital rather than replacing it. Customers are finding more information online and expect to be able to use multiple devices. They often want personalized service and the ability to interact with companies in the way they choose.

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By Emilie Totten

Financial service management sales reps and marketers have another upcoming event to get excited about. LIMRA’s 2014 Marketing and Research Conference in Boston started on May 28, and it’s not too late to register and attend sessions over the next few days.Read More

A major San Francisco-based investment manager has selected Synthesis Technology to automate the production of their fund factsheets, commentaries, pitchbooks, and RFPs. This firm is one of the nation’s largest and most experienced investment management and brokerage firms with over $250 billion in assets under management.

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January – 2013
A major Boston-based investment manager has selected a Synthesis FlightPath™ solution for the automation and production of fund factsheets. This large project will grow to involve support for more than 10,000 documents annually, spanning up to 15 different languages. The Synthesis solution was chosen via a competitive RFP process based on our solution maturity and depth of capability. Additionally, during the competition, Synthesis was able to provide a working proof of concept that addressed a number of the required features related to workflow and process controls on multi-language translation integration

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