September 5, 2019
Marketing teams can usually get salespeople 90% of the way there with a great presentation, but the salesperson must be able to customize the last 10% to be truly customer-centric. Synthesis Client Solutions Director, Katie Martz, explains why in this Fundfire article.
August 5, 2019
There are three major obstacles facing sales teams at investment management companies today. Firms who commit to addressing them are out-selling the competition and gathering more assets. Synthesis’ Head of Marketing, Emilie Totten, explains in IRIS.
July 11, 2019
Asset managers are being asked to cut costs while also making strategic investment into content automation and sales enablement technology that will help them scale. There are some issues to watch out for when making these investments. Synthesis’ CEO, John Toepfer, offers some advice in the July issue of Money Management Executive.
July 8, 2019
Mergers and acquisitions are a popular strategy for asset managers as they fight to survive. As firms consolidate, there are significant data and content challenges to consider. Synthesis Technology CEO, John Toepfer, provides insight into these challenges and how firms can be prepared. Read More