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Major Mutual Fund Company Sees a 70% Time-to-Market Improvement with Data Automation

Summary:

Synthesis won a RFP competition from a major mutual fund company seeking a data automation solution. This organization had found itself spending up to five person-weeks every month collecting spreadsheet and PDF-based data from a wide variety of fund management companies and hand-coding it into formats suitable for their database facilities. The goal of the RFP was to find a vendor capable of automating this extremely diverse flow of information.

The Opportunity:

The requirements called for validating, cleaning, and loading a large number of data source files of different types and formats. The large number of files from disparate sources made the process and workflow all that more difficult to manage and streamline. In addition, the client required the vendor to output a clean, publish-ready data file for website publishing.

The Solution:

Because this situation is not atypical within the financial services sector, Synthesis was already equipped with an appropriate and extensive set of tools capable of importing such raw data as XML, Excel spreadsheets, PDFs, CSV files, database .tar and .bk files, webpages, e-mails, and third party feeds (i.e., Vestec, Bysis, StateStreet, Lipper, Morningstar, FundStation).

The Marketing Content Solution solution Synthesis deployed to support this project is currently handling more than 65 source files in Excel format, plus e-mail and website data feeds. Each month, the client provides the set of source data files to the Synthesis team and, within a few hours, 100% of the data is loaded, validated and ready for client review.

The Results

Once the data loading is finalized, the system builds the data files particular to the website database and transfers the data in a ready-to-load format to the website database team. The results of this implementation are a 80% reduction in client labor and a 70% improvement in time to market for the data.

This solution scenario and result is typical of many Synthesis Technology clients. Even those with more organized data infrastructures often find themselves struggling with the reporting side (marketing and client communications) use of the data. Synthesis suite of products and services are often the key to reducing the problems and risks associated with financial data aggregation and reporting.

For more details on this case study or to learn more about our automation solutions, get in touch!

Investment Data Management

Putting an End to “Garbage in, Garbage Out” Forever

The quality of marketing communications data dictates the timeliness and accuracy of the final product. Yet, chasing down and reviewing data for accuracy can be the bane of a marketing person’s existence. Firms with investment data management procedures in place will see the fruits of their labor through marketing efficiency and performance. At investment management firms, most internal data warehousing systems do not embrace the specific, demanding needs of the marketing team. As a result, marketers must deal with data aggregation and clean-up in addition to their core job responsibilities. With Synthesis, your firm can automate the collection, validation, and delivery of portfolio data for reporting and marketing purposes. With immediate access to clean data, all downstream activities become much simpler.

Create beautifully compliant marketing content — factsheets, pitchbooks, proposals, web pages — while also keeping data consistent across investment databases without any of the operational bottlenecks.

Take the Aggravation out of Data Aggregation

Automate the collection of all data feeds and files into one secure location and centralize all of your investment data — seamlessly.

Automate the Data Cleansing Process

Eliminate hours of time and aggravation managing data in spreadsheets. Automate checks for existence, value range, statistical changes, and other business requirements and utilize approval workflows.

Leverage your Clean Data Across Your Marketing Strategy

Create a seamless investment data process to fuel your marketing strategy. Push your clean and approved data into your content automation system, investment databases, website CMS and more.

White Paper: Should you Insource or Outsource Your Data Automation Solution?

Read our take on the build vs. buy debate

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Build or Buy Investment Data Management Solutions

Realize the 5 Key Benefits of Investment Data Management

Faster access to clean data

Synthesis’ datahub collects your investment fund data from internal and external sources such as portfolio accounting, performance and analytics systems, compliance, and third parties like Morningstar and Lipper. Then the system’s workflow manages responsible parties (data owners) to ensure your clean data arrives promptly.

Confidence in your numbers

Once your investment data is aggregated, Synthesis runs various tests to validate and transform your data into an accurate and consistent form. The workflow feature gives data owners the tools to quickly and easily identify and fix errors. The result is clean data files that are readily available for marketing use.

Compliance and audit trails

By acting as a single-source, validated and approved data repository, Synthesis’ datahub reduces the risks of inaccurate or inconsistent data. Data transformation can be completed at load or reporting time for maximum flexibility. Data logging and reporting capabilities provide a complete audit trail.

Organized workflow

Synthesis simplifies the workflow through an intuitive web user interface, accessible by everyone involved in the process. Users can view the real-time status of their data files, raise issues, communicate with data owners, and export data as soon as it’s ready.

Integration with your internal data warehouse

Synthesis’ datahub can be used as a stand-alone solution or in conjunction with internal operational data warehouses to provide improved reporting-side data support.

Featured Case Study:

A West-Coast Firm Saves 2,000 Hours per Year with Synthesis’ Data Solution

Go To Case Study

Investment Marketing Content Automation

Improve Efficiency With Automated, Compliant Investment Marketing, Sales, and Shareholder Reporting Content

Investment management is more competitive now than ever. Synthesis Technology helps firms get client-facing communications in front of investors faster than the competition. Produce fact sheets, Tailored Shareholder Reports, pitchbooks, commentaries, and web content in half the time without adding more staff and internal costs with investment management marketing content automation by Synthesis.

Quickly Update Data-Heavy Marketing Content Across Assets

Centralize, share, and update data, copy, and images across factsheets, Tailored Shareholder Reports, commentaries, pitchbooks, website, and more
Maintain regulatory and brand standards across content assets
Easily manage disclosures and copy
Manage approvals and automate your quarter-end workflows

Centralize, Manage, and Visualize your Marketing Data

Streamline data collection, validation, calculations, and secure storage of data for marketing use
Leverage your data to automate any unique or custom chart or graph
Produce quality data and feed it back to any downstream system
Bring us your data challenges – there’s no limit to what we can do!

Produce clean, quality data for investment marketing

Streamline Processes and Reduce Costs by Easily Integrating Other Systems or Processes

Integrate with website CMS, DAM, and sales enablement systems
Automatically send print-ready documents to commercial print vendors
Seamlessly integrate language translations, ADA tagging, and SSO solutions
Connect to your compliance solution for full books and records audit trails

Get Up and Running Quickly With a Turnkey Implementation

Our team does the work – saving you time, money, and frustration
Get implemented in as little as 90 days
Minimize internal costs and realize ROI on your automation solution quickly
Once implemented, you have hands-on control over your data and content

White Paper:
Everyone On Board

How to Convince Key Stakeholders
to Automate FactSheets

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Convince Key Stakeholders to Invest in Marketing Content Automation

Technology

Reduce Costs and Grow AUM with Investment Marketing Automation

Synthesis Technology’s investment marketing automation technology helps asset managers create and deliver marketing content more efficiently.

We start by understanding your goals, tech stack architecture, and bottlenecks in your current process. Then, we implement a solution by first aggregating, normalizing, validating and centralizing your firm’s product data into our secure data warehouse. The resulting clean data is leveraged to render your charts, graphs, and copy and then mapped to your firm’s marketing communications including fact sheets, pitchbooks, commentaries, web content, and more. Your final, approved marketing assets are distributed to print vendors, websites, databases and sales enablement platforms to get your communications into the hands of wholesalers, intermediaries, and investors quickly. By tailoring our solution to our client’s specific needs, Synthesis helps asset managers get exactly what they need in order to reduce the cost of marketing operations and grow AUM.

The Synthesis Approach: Investment Marketing Automation + Professional Services

Synthesis Technology is more than an automation platform, we are a team of financial industry experts who work in partnership with you to achieve your sales and marketing goals. We analyze your marketing assets and operational processes and then configure our products to meet your needs. Many asset managers lack the time and internal resources necessary to tackle a content automation implementation, which can lead to lengthy and expensive process. So why not leave it to the experts? Synthesis specializes in setting up and configuring fact sheet and pitch book automation solutions for asset managers. This lets your team focus on strategy and growing AUM.

Who uses investment marketing automation?

Investment marketers, salespeople, product managers, analysts, compliance officers, and IT managers use our platform to accomplish a wide range of communication goals from aggregating and calculating portfolio data to managing disclosures to automating the production of fact sheets and other communication assets. Marketers and Product Managers are typically the “champions” of this type of technology, who work with their business partners in Sales, IT, and Compliance to bring the benefits of automation to their organization.

How does investment marketing automation work?

We begin by aggregating and validating your investment product information. Once the product data is clean, we leverage it to automatically produce charts, graphs, and copy blocks that are mapped into your marketing assets, like fact sheets and commentaries. The final, approved content is then distributed to the website, sales teams, printer, email marketing platform, investment database, or any other distribution points of your choosing. Your entire marketing production and sales enablement process is simplified and error-free.

At it’s core, our platform is a data quality, information management, publishing and distribution tool. Because no two firms operate the same, we configure our platform to suit your exact workflow, output, and distribution needs. We are beloved by our clients for streamlining complex communication workflows involving many product lines, data types, audiences, and distribution channels.

Improve data processes and quality

Automate your investment data management process and get immediate access to clean, reliable data to enable your communications strategy.

Aggregate data from many sources including Morningstar, Factset, Lipper, and internal departments like fund accounting and portfolio management
Validate, normalize, and calculate data
Securely store data in a centralized repository for reporting, marketing, and communications
Automate reverse data feeds to other downstream systems, people, or processes to ensure consistency across different outputs

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