Client Success Story: A Marketing Team That Can Now Market

Synopsis: $27+ billion asset manager engaged Synthesis to automate their fact sheet production after failed attempts at automation with other vendors. The result?

Quarterly time-to-market with updated collateral fell by 70%, with a corresponding decline in internal resource allocation
Because they were no longer focused on sales product support for 24 weeks a year (the total length of time spent managing quarter-end data production), the Marketing team could focus on core marketing functions
They were able to fully invest themselves in projects which added significant value to the firm’s overall brand
As a result, management approved higher budgets, more staffing, and a significantly broadened project portfolio.

It is easy for asset management marketing and sales teams to understand the benefits of data and marketing collateral automation.

Why? Because automation:

Saves time
Improves efficiency
Reduces opportunity costs, and
Enables stronger alignment across the marketing, sales, and compliance departments.

Understanding is one thing, but convincing upper management to add budget line items for new relationships is often tough – especially when their impact often escapes the usual bottom-line KPIs.

Synthesis has an asset management client with $27+ billion AUM, whose marketing director faced exactly this sort of pushback when the relationship was initiated. Here’s their story:

Jack Zimnavoda Joins Synthesis as new Director of Client Success

Synthesis Technology recently announced that it has hired Jack Zimnavoda as its new Director of Client Success. With his background in fintech and recent experience leading client-facing teams at eVestment and Eigen Technologies, Jack will leverage his passion for technology and client advocacy to take the Synthesis client experience to a new level. We sat down with Jack to understand his vision for the client success function, and how his efforts will allow Synthesis to provide more value within and across the sales, marketing, and client service functions at investment management firms.

Thank you! From Jack Zimnavoda

Thank you!

We appreciate your feedback as we work to continually improve.

Thank you for being a Synthesis customer. Please feel free to reach out at any time.

Jack Z - Director of Client Success at Synthesis Technology

Jack Zimnavoda, Director of Client Success | 312-948-4963
Connect on LinkedIn | Email Jack

How to Tackle Investment Data Management and Content Automation Initiatives in Tandem

Insights by John Toepfer, CEO and Chris Ruppenstein, Director of Sales at Synthesis Technology

Today, nearly every segment of the economy is seeing an increase in wage pressures and tighter labor markets. As a result, asset management executives are looking to efficiently allocate resources amongst already capacity-constrained teams and business units. This means manual, time-consuming tasks should and must be automated.

Deloitte’s 2022 Investment Management Outlook report showed 45% of survey respondents see operational efficiency as a top driver for digitization. Similarily, Synthesis Technology’s 2021 Asset Management Martech survey also showed operational efficiency as a top driver in terms of Martech stack changes over the next two years (82%). And while most asset management firms have some automation in place, they still are not investing enough in data management solutions. Only 24% of responding firms reported having a data management solution for product data, and even fewer (13%) reported having an integrated product data management and content automation system.

The lack of efficient data processes negatively impacts managers’ efficiency, bottom line, and competitiveness. For example, taking a month after quarter-end to update and distribute marketing and sales materials is costly, puts marketing and sales teams at a disadvantage, and may lead to investors and prospects looking elsewhere.

Managers also face increasing data governance and compliance scrutiny from the due diligence requirements of potential investors and consultants as well as internal stakeholders.