Content Automation for Asset Managers

Factsheets, Pitchbooks, Commentaries, and More

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Go to Market Faster with Current and Compliant Marketing Content

Asset management is more competitive now than ever. Synthesis helps firms get client-facing communications in front of investors faster than the competition. Produce fact sheets, pitchbooks, commentaries, and web content in half the time without adding more staff and internal costs with asset management marketing content automation by Synthesis.

Content Automation Solution Dashboard

Improve Data Accuracy and Consistency Across Every Piece of Content

  • Centralize and share data, copy, and images across different content assets
  • Maintain regulatory and brand standards
  • Easily manage disclosures and copy
  • Manage approvals and automate your workflow

Quickly Produce Clean, Quality Data for Marketing

  • Streamline data collection, validation, calculations, and secure storage of data for marketing use
  • Leverage your data to automate any unique or custom chart or graph
  • Produce quality data and feed it back to any downstream system
  • Bring us your data challenges – there’s no limit to what we can do!

Sales Enablement Integration

Streamline Processes and Reduce Costs by Easily Integrating Other Systems or Processes

  • Integrate with website CMS, DAM, and sales enablement systems
  • Automatically send print-ready documents to commercial print vendors
  • Seamlessly integrate language translations, ADA tagging, and SSO solutions
  • Connect to your compliance solution for full books and records audit trails

Get Up and Running Quickly With a Turnkey Implementation

  • Our team does the work – saving you time, money, and frustration
  • Get implemented in as little as 90 days
  • Minimize internal costs and realize ROI on your automation solution quickly
  • Once implemented, you have hands-on control over your data and content

Illustrate ROI on Content Automation

“Yesterday we had our quarterly strategic meeting. The team was thrilled with the new fact cards and truly impressed with how quickly Synthesis was able to recreate the old fact cards. Your team was able to accomplish in 5 months what had previously taken years.
Thank you!”

– Synthesis Client

White Paper: Everyone On Board

How to Convince Key Stakeholders to Automate FactSheets

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Convince Key Stakeholders to Invest in Marketing Content Automation

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Asset Management Content Automation
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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.

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