Automated Investment Data Management
Put an end to ‘garbage in, garbage out’ with Synthesis
The quality of the investment data that goes into your marketing communications dictates the timeliness, accuracy, and quality of the final product. However, chasing down all the financial data and then reviewing it for accuracy can be the bane of a marketing person’s existence. Firms that have great investment data management procedures in place will see the fruits of their labor in terms of marketing efficiency and performance.
At investment management firms, most internal data warehousing systems do not embrace the specific and demanding needs of the marketing team. As a result, investment marketers must deal with data aggregation and data clean-up in addition to their core job responsibilities.
With Synthesis DataHub, your investment management firm can automate the collection, validation, and delivery of portfolio data for reporting-side purposes. With immediate access to clean data, all downstream activities become much simpler. Your team can create beautifully compliant factsheets, pitchbooks, proposals, and more — without any of the operational bottlenecks.
How It Works:
1) Data Collection
Synthesis DataHub takes the aggravation out of data aggregation. It collects all required investment data files via email, secure FTP, manual upload, web services, or other means. There is no limit on file type or number of files and no requirement for pre-cleansing. Synthesis It accepts your files as they are.
2) Data Cleansing
Once all the files have been collected, Synthesis DataHub cleanses the data using custom tests that check for existence, value range, statistical changes, and other client-specific requirements. After it’s finished cleansing, it notifies the data owners if a file needs manual review. Then the system stores the investment data in a standardized format for any internal or external output required.
3) Data Delivery
As files are approved, the correct and validated data gets pushed to downstream systems, reports, sites, and other enterprise tools for a seamless data management and marketing solution. Marketers can create beautifully compliant communications, without the all of the hassle of manual data management processes.