New Software Release – Synthesis Publisher v4.7

May – 2014

Synthesis has just released v4.7 of Synthesis Publisher™. This latest update comes with enhancements to the User Interface, Performance, Renderer Technology, Data Loading and Platform Security.

Here are more changes you can expect from the updated Synthesis Publisher:

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5 Considerations When Rebranding Documents

Having an organized approach to rebranding your fund documents can help your firm avoid production bottlenecks and other setbacks. Significantly improve the speed and outcome of a rebranding project with a thorough strategy and experienced content management system partner.

Before beginning a rebranding initiative, decision-makers should carefully consider the following five elements: design, timeline, images, testing, and support.Read More

3 Ways Big Data Applies to Finserv Marketing

“Big Data” is a term you hear all the time these days. It may sound like something everybody needs, but what does it mean for finserv marketers? By Gartner’s definition, big data is “high volume, high velocity, and/or high variety information assets that require new forms of processing to enable enhanced decision making, insight discovery, and process optimization.”

Or, in layman’s terms, it’s large amounts of complex information that’s extremely valuable, but difficult to analyze and use.

As a software engineer for over 15 years, I’ve spent a great deal of my career specializing in handling complicated data related to automating and streamlining marketing and client communications efforts for financial services firms. When we talk about “big data” in the context of financial services, here’s what I see as being particularly pertinent to finserv marketers:Read More

The 2014 LIMRA Marketing & Research Conference

By Emilie Totten

Financial service management sales reps and marketers have another upcoming event to get excited about. LIMRA’s 2014 Marketing and Research Conference in Boston started on May 28, and it’s not too late to register and attend sessions over the next few days.Read More