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

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Jack Z - Director of Client Success at Synthesis Technology

Jack Zimnavoda, Director of Client Success | 312-948-4963
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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.