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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Help your team update and produce marketing content faster, with less risk

Automate the production of your fund fact sheets, commentaries, prospectuses, enrollment kits, website updates, and other communication assets.

• Automate monthly and quarterly production cycles
• Get to market faster with your communications
• Improve accuracy, ensure compliance, and minimize risk
• Enable Sales teams and other groups who use your communication materials

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Help Sales deliver more customer-centric presentations to clients and prospects and be more competitive

Enable your sales force with a turnkey sales presentation solution.

• Get immediate access to compliant presentation content
• Quickly personalize your presentations
• Get data on audience engagement
• Be more competitive

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The Quality Data Management Imperative

(The following blog post is the third in a series on the need for the Investment Management Industry to embrace sound data management practices. You can access the first and second posts here.)

Earlier today I was on a conference call with one of the largest asset management firms in the world.  The call was with marketing people representing operational groups in London, Hong Kong, Vancouver, and New York. The purpose of the call was to discuss factsheet automation and the need to unify their operations.  Interestingly, we could hardly stay on topic about documents and automation tools because their real problem was source data.

During the call, each group expressed their internal challenges in collecting clean, verifiably accurate and finalized data for reporting use.

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How to fix recurring fund marketing document problems

These days you hear how “content is king” and that data and content are being generated at more than exponential rates. It is a constant challenge for investment marketers to keep up with the demand for compelling and current content. When it comes to fund marketing communications like fact sheets, commentaries, and pitchbooks, managing the dynamic and diverse information that feeds them can become a recurring hassle month after month, quarter after quarter. To break the vicious cycle, marketers must leverage their information (and their efforts to organize it) from one document to the next. Their goal? To fix recurring document problems.

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