Putting an End to “Garbage in, Garbage Out” Forever
The quality of marketing communications data dictates the timeliness and accuracy of the final product. Yet, chasing down and reviewing data for accuracy can be the bane of a marketing person’s existence. Firms with investment data management procedures in place will see the fruits of their labor through marketing efficiency and performance. At investment management firms, most internal data warehousing systems do not embrace the specific, demanding needs of the marketing team. As a result, marketers must deal with data aggregation and clean-up in addition to their core job responsibilities. With Synthesis, your firm can automate the collection, validation, and delivery of portfolio data for reporting and marketing purposes. With immediate access to clean data, all downstream activities become much simpler.
Create beautifully compliant marketing content — factsheets, pitchbooks, proposals, web pages — while also keeping data consistent across investment databases without any of the operational bottlenecks.
Take the Aggravation out of Data Aggregation
Automate the collection of all data feeds and files into one secure location and centralize all of your investment data — seamlessly.
Automate the Data Cleansing Process
Eliminate hours of time and aggravation managing data in spreadsheets. Automate checks for existence, value range, statistical changes, and other business requirements and utilize approval workflows.
Leverage your Clean Data Across Your Marketing Strategy
Create a seamless investment data process to fuel your marketing strategy. Push your clean and approved data into your content automation system, investment databases, website CMS and more.