Jack Zimnavoda Joins Synthesis as new Director of Client Success

April 12, 2022

Jack Zimnavoda joins Synthesis as Director, Client Success

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.

Read More

Compliance Teams Struggle with Increase in Marketing, New Content Formats

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.

Read More

The Current State of Martech Stacks at Asset Managers

January 27, 2022

Mutual Fund Wire

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

This latest article by Emilie Totten published in MFWire.com provides insights into what martech asset managers are using and how they will prioritize them moving forward.

Read More

Overwhelmed by Data? 6 Steps to an Easier Financial Marketing Future

May 19, 2021

Business 2 community logo Overwhelmed by Data? 6 Steps to an Easier Financial Marketing Future

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. 1. Start measuring and reporting.

  2. 2. Manage campaigns.

  3. 3. Develop a 360-degree view of clients.

  4. 4. Measure attribution.

  5. 5. Enhance the overall client journey.

  6. 6. Reverse-engineer client journeys.

Read More


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