Fund Pitchbook Automation for Asset Managers

Discover the All-New Investment Selling Solution from Synthesis

Watch Video

Fund Pitchbook Automation to Enable Your Sales Teams

How client-centric is your sales team? When all things are equal on fund performance, investors will allocate to the firm that arrives first with the most on-target sales pitch. Give your sales team the competitive advantage with pitchbook automation software, enabling them to create customized and compliant sales presentations. Discover the Synthesis fund pitchbook automation platform, purpose-built for asset management sales and marketing teams.


Selling Investments Can Be a Great Experience for Sellers and Customers Alike

Click to view video

Automate PitchBooks and Enable Sales to Bring Relevant Materials to Every Single Sales Conversation

  • Improve your close rate with presentations that out-sell the competition
  • Enable Sales to create customer-centric, personalized and polished pitchbooks for every client
  • Eliminate bottlenecks from data issues and automate updates by integrating native data sources
  • Integrate a thorough compliance review right into the process

Read: Why Pitch Decks Should be Created by Sales, Not Marketing

Create Custom Sales Presentations — at Scale

  • Automate updates to data-heavy slides
  • Update an entire slide library with intelligent slide matching
  • Get instant access to everything — fact sheets, presentations, videos, audio files — on any device
  • Enable Sales to create custom pitchbooks from pre-approved dynamic and static slides

Read: Obstacles Salespeople Face When Trying to be Customer-Centric

“Having FlightDeck is quite the sea of change for our group and extremely helpful when trying to win new business with our outside partners. The tool delivers a rapid, streamlined, custom client experience.”

— Portfolio Manager for a tier-one global asset manager, May 2019

Keep Your PitchBooks On-Brand and Accessible Across Teams, Territories, and Time Zones

  • Enable Sales with access to approved content for their distribution channel
  • Use repositories to segment content for territories and teams
  • Manage content access by team, territory, and user
  • Automate language translations

White Paper: Perfecting The Pitchbook

Use Real-Time Data to Enable Sales

  • Track the ROI of your marketing content
  • Provide real-time insight to Sales to help them focus their meetings where clients are showing interest
  • Observe pitchbook activity and usage to understand sales team needs
  • Access full audit trails to see version history and user activity

Read: How to Illustrate ROI on a Content Automation Solution

Configurable to your Sales and Marketing User’s Needs

  • Configure permissions, groups, roles, and approval workflows
  • Customize forms, keywords and meta data for flexible content management
  • Provide custom pitchbook presentation builders for each sales team
  • Integrate CRM, ECM, and compliance systems

White paper: Should you Build or Buy Pitchbook Technology?

White Paper: Perfecting The Pitchbook

An agile approach for creating custom and compliant presentations

Perfecting The Pitchbook, An Agile Approach to Perfecting your Pitchbook Strategy


Complete the form below to download, “Perfecting The Pitchbook”

Learn More

Download our Fund Pitchbook Automation Brochure.
Download Brochure

Free Consultation

Let’s explore a fund pitchbook automation solution together. Let’s Talk


Keep up to date with the latest news and insights.

Don't worry, you can unsubscribe at any time.


Have a question, or need some more information? Contact us, we’d love to hear from you.


We help investment companies automate for growth


Follow Us

What's Your Story?

We’d love to learn more about your situation and needs. To speak with one of our automation experts or see demos of our products, drop us a line using the form below or call us at 312-948-4949.

This exclusive report is available only to our subscribers. Please complete the form below to subscribe and receive a link to the file.
You may unsubscribe at any time