Category Archives: News & Announcements
New Customer Announcement – JP Morgan Securities
September – 2011
The Synthesis Decks™ PreSales solution has been selected by a unit of JP Morgan Chase to support customizable compliance-controlled sales presentations for their network of 450 financial advisers. Synthesis Decks was selected for this project based on the depth of product features and the completely customizable user experience it offers. Synthesis Decks allows a field sales force to follow a structured and compliance-driven process to build pitch-specific sales kits via an easy to use web interface. This opportunity was made possible by Synthesis’ long time collaboration with Merrill Communication. For more information please contact us via: [email protected].
(Synthesis Decks – PreSales is also sold by Merrill Communication under the trade name slideLocker)
New Customer Announcement – Retirement Plan Communication
August – 2011
Synthesis Technology, in collaboration with Merrill Corporation, has been selected to provide advanced communication solutions supporting the operations groups for a major retirement plan provider. Synthesis Publisher™ technology (aka MerrillDPA) will provide the backbone of a solution set that will support a wide variety of materials including, retirement plan proposals, enrollment kits and plan sponsor/member communication pieces such as 404(a) notifications. This solution will encompass large scale data aggregation, publishing, document hosting and print and fulfillment services in support of the clients 35,000+ retirement plans. For more information contact us via: [email protected].
New Customer Announcement – Mutual Fund Company
July – 2011
A Denver Colorado-based mutual fund company has selected Synthesis Technology, in partnership with Merrill Communications, to provide content management, data aggregation and automated publishing services in support of their mutual fund marketing efforts. Merrill and Synthesis were awarded this business via a competitive RFP process based on our depth of features and capabilities as well as the industry leading cost and service model we were able to offer. For more information please contact us via: [email protected].
New Customer Announcement – The Hartford
April – 2011
The Hartford has selected Synthesis Technology, in partnership with Merrill Communications, to provide content management, data aggregation and automated publishing services in support of their mutual fund marketing efforts. Merrill and Synthesis were awarded this business via a competitive RFP process and chosen for our depth of features and capabilities as well as the strength of our client services reputation. For more information please contact us via: [email protected].