April 12, 2022
Synthesis Technology recently announced that it has hired Jack Zimnavoda as its new Director of Client Success. With his background in fintech and recent experience leading client-facing teams at eVestment and Eigen Technologies, Jack will leverage his passion for technology and client advocacy to take the Synthesis client experience to a new level. We sat down with Jack to understand his vision for the client success function, and how his efforts will allow Synthesis to provide more value within and across the sales, marketing, and client service functions at investment management firms.
February 4, 2022
Today, only 35% of asset managers say they have an organized compliance system. Only 7% of firms report having a compliance review system integrated with their marketing content automation solution, but 60% say they should. Synthesis CEO, John Toepfer, explains in more detail in this Fundfire article.
January 27, 2022
The last 2 years have flown by, and asset managers are adopting more marketing technology than ever as we move into a digital-first world. Asset managers’ martech stack priorities have shifted to keep up with the current environment. Here are some main trends we’ve seen:
- Operational efficiency is the top priority
- Marketing automation is gradually replacing email blasting
- Boutique firms are trailing behind larger firms in terms of martech spend
- Many martech stacks don’t stack up, as integration is lacking
- Firms are flush with data, but still struggling to gain real business insight from the their martech stack analytics
May 19, 2021
Investment marketers have more data than they are able to use or manage in today’s digital environment. Most of them, 95%, are using some form of automation to help the data processes, yet only 25% say they have a good data process. This is concerning, but not all that surprising. Between all the different data types and sources and all the technologies available to manage them, marketers are left with a collection of old and new systems that don’t talk to each other. So, the answer to the data problem is not adopting new tools; It is generating a well-thought-out plan to enable long-term success. Jan Choy, VP of Data Analytics for Evalueserve, says, “Moving to a robust data analytics process is a journey; it doesn’t happen all at once, but you can make quick wins in just a few months.”
Jan outlined 6 steps to an easier financial marketing future:
1. Start measuring and reporting.
2. Manage campaigns.
3. Develop a 360-degree view of clients.
4. Measure attribution.
5. Enhance the overall client journey.
6. Reverse-engineer client journeys.