Managers Seek to Automate Client Outreach but Face Data Hurdles

February 2, 2021

Fund Fire Synthesis Fuse Data Hurdles Research

Synthesis and FUSE Research Network got together to create the Content Marketing Automation Benchmarking Survey for Investment Managers.  In this Fund Fire article, Dervedia Thomas outlines some key findings from our research. For example, our research shows that zero investment managers surveyed plan to reduce resources for marketing and content automation. In fact, 20% said they plan to increase the utilization of these tools. While content automation is increasing, 43% of survey respondents cited inefficient manual data management processes as the single biggest obstacle keeping them from meeting content distribution deadlines. In this FundFire article, Synthesis CEO, John Toepfer, shares his thoughts about why firms experience these data challenges.

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Put Clients at the Center of Your Business and Your Tech Stack

January 12, 2021

advisorpedia synthesis article

The pandemic ushered in a new age of technology in the investment management industry. Even firms that had been resistant to digitalization became suddenly, and acutely, aware of existential business risks that could be managed only through digital means. Investment management marketing teams began taking a hard look at their tech stack. A surge of quick pivots followed as firms scrambled to adopt new tools, change processes, and streamline operations to ensure business continuity.

These adaptations are particularly crucial for preserving relationships between advisors and wholesalers. According to research from Broadridge, 22% of advisors found wholesalers to be less helpful during the pandemic, and 32% have decreased their reliance on wholesalers over the past two years.

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Are Data Bottlenecks Impacting Your Bottom Line?

November 30, 2020

advisorpedia synthesis article

Data fuels all marketing, sales, and client service operations. It is the key component to a successful strategy and positive inflows. In this Iris piece, Emilie Totten explains how data governance and enterprise data management optimize the usage of this performance data. A lack of formal data governance leads to labor-intensive processes and distribution risks.  For asset managers, building relationships and driving inflows are imperative for competition in this post-Covid environment.

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An Effective Pitchbook Strategy for Investment Managers

September 17, 2020

advisorpedia synthesis article

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.

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