An Effective Pitchbook Strategy for Investment Managers

September 17, 2020

The first and most important step in outlining a successful pitchbook strategy is to determine each department’s unique needs. A winning strategy will consider sales, marketing, and compliance teams’ priorities. However, alignment between these departments is often missing. This news piece by Synthesis Technology is featured on Iris and highlights key requests from each department in order to maximize the value of their pitchbook program.

Synthesis and Evalueserve Partner Up To Serve Asset Managers

September 2, 2020

Synthesis Technology has partnered with Evalueserve, a global analytics firm, to enhance our offerings to Asset & Wealth Managers.

Investment marketing teams are under constant pressure to produce time-sensitive and highly templated materials, as well as generate relevant and insightful content to aid the sales process. The combined power of Publishwise and Synthesis addresses common challenges in the market posed by fragmented and inconsistent data sources feeding into vast quantities of documents and flowing into multiple technology platforms for different processes.

Moving From Pitch to Value-Add

July 31, 2020

The environment and method for wholesalers and advisors communicating with investors have changed, and it will never go back. In order to win new business today, here are a few strategies to consider:

Deliver Critical Performance Data Faster
Change The Hat(s) You’re Wearing
Become A Thought Leadership Ambassador
Think Outside The “Investment Box”
Leverage Technology To Deliver More Personalized Contacts
Explore All Possibilities Through Collaboration

This latest article by Emilie Totten published in MFWire.com provides insights into how these strategies for investor communications will streamline processes and help close more deals.

Thinking Outside the Sales Box to Keep Clients Engaged

July 1, 2020

While wholesalers surveyed advisors on a variety of topics, they’ve found that advisors are most interested in hearing from their peers about:

The most common issues clients have wanted to discuss with advisors since the crisis began;
How advisors are adapting to the world of virtual communications and what they do to make these sessions more effective; and
How advisors are showing appreciation for clients at a time when in-person meetings and events are on indefinite hold.

Katie Martz summarized some of the key findings wholesalers have shared on how financial advisors keep clients engaged.