Obstacles Salespeople Face When Trying to Be Customer-Centric
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.
3 Problems Asset Managers Face with Sales & Content Automation
July 11, 2019
Asset managers are being asked to cut costs while also making strategic investments 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.
With M&A on the Rise, Firms Face Data and Content Challenges
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
Video: Who is Synthesis?
Thought Leadership
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The Growing Importance of ADA Compliance for Investment Companies -
Four, No FIVE things to Look for in a Content Automation Solution
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10 Best Practices for Tailored Shareholder Report Design
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Benchmarking and the Tailored Shareholder Report: Staying on the SEC’s Good Side
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A Few Notes From Our Tailored Shareholder Report Webinar
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