Selling Investments Just Got Easier

Introducing the All-New FlightDeck™ from Synthesis

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Bring Your ‘A’ Game to Every Single Sales Conversation

When your sales team is first-to-market with polished, personalized, and compliant pitchbooks, your firm is positioned to win. But if your marketing process is bottlenecked by data issues, compliance review, or disorganized content…your sales team risks losing deals and experiencing outflows. So give sales a leg-up with sales enablement software that lets them customize sales presentations while keeping them compliant and up to date. Synthesis provides a presentation management platform built specifically for asset managers. Synthesis presentation management helps your teams create winning pitchbooks – in minutes – for every sales meeting.

Sales Enablement and pitchbook creation solution

Create Customer-Centric & Compliant Pitchbooks — at Scale

  • Automate your data updates to be more efficient
  • Quickly update your slide library with intelligent slide matching
  • Get instant access to everything — fact sheets, presentations, videos, audio files — on any device
  • Create custom sales decks from dynamic and static slides

Stay On-Brand Across Teams, Territories, and Time Zones

  • Manage content access by team, territory, and user
  • Segment global content using repositories
  • Manage content scope for each sales group
  • Automate language translations

Global sales enablement for pitchbook creation
Synthesis Technology's sales enablement and pitchbook creation reporting interface

Use Real-Time Analytics to Drive Strategic Decision Making

  • Understand the ROI of your marketing content
  • Measure client engagement to steer sales conversations
  • Track sales activity and meetings to understand the behaviors of your sales team
  • Access full audit trails to see version history and user activity

Configure Solution for Your Business Needs

  • Configure permissions, groups, roles, and approval workflows
  • Create custom forms for flexible content management
  • Create custom presentation builders for each sales team
  • Integrate CRM, ECM, and compliance systems

Synthesis Technology's sales enablement and pitchbook creation automation solution for asset managers interface

White Paper: Perfecting your Pitchbook Strategy

How to Create Pitchbooks that Drive Sales

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Perfecting the Pitchbook by Synthesis Technology Sales Enablement


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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.

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