Synthesis Technology

We were honored to sponsor and attend the Investment Management Education Alliance (IMEA) Star Awards in NYC last week. Thank you to the IMEA and Kimber Lintz for hosting another great event that celebrates innovation and excellence in our industry. We appreciated the opportunity to network with our peers, share ideas and learn from each other. Congratulations to all the 2024 Star Award Winners! #investmentmarketing #networking #innovation Jean Goodwin John Toepfer

Did you know that creating accessible content for everyone is the law? It is–yet many investment firms are still not compliant. People with disabilities are the world's largest minority group, representing $490B in disposable income. Is your firm prepared to capture those dollars? With our newly re-designed Synthesis Publisher, you can now easily produce ADA Compliant factsheets, commentaries, websites, and more at scale. Because of the rising importance to the industry, ADA tagging is now built-into Synthesis Publisher as a standard feature, allowing your team to automate the ADA compliance process at the same time your content is created. Your team can also add custom tags as required by your brand guidelines. Want to see a demo? Contact us today using the link below. https://lnkd.in/gMwRpGBP

Are you taking steps to create accessible investment marketing content for your clients and prospects with disabilities? Many firms now consider ADA Compliance to be a requirement when producing their factsheets, commentaries, and websites. The integration of ADA compatibility into the asset management industry’s marketing is a clear indicator of the sector’s evolution. It reflects a broader societal push towards inclusivity and equality, ensuring that financial empowerment is accessible to all. As the industry continues to innovate and evolve, investment firms must choose technology that enables them to produce ADA compliant content at scale. Want to learn more? Swipe for 5 steps you can take now >>>

The asset management industry stands at a pivotal crossroads where inclusivity and accessibility are not just niceties but necessities. As digital documents and platforms become the primary means of client communication, ensuring that websites, mobile apps, and online PDF documents comply with ADA standards is not only a legal requirement but also a moral imperative. Asset managers are increasingly recognizing that ADA-compliant materials can significantly enhance user experience for all clients. This shift towards accessibility is not merely about avoiding litigation; it’s about building trust, expanding reach, and demonstrating social responsibility. Read more in John Toepfer's latest blog post on our website --> https://hubs.ly/Q02Pmrh90

To win and retain assets, firms must provide each client and prospect with a personalized experience in each sales interaction. Yet pitchbook problems persist across the industry. ? Marketing teams struggle to create personalized pitchbooks at scale. ? Sales teams customize their own material, posing a compliance risk. ? Firms still rely on static pitch decks that don't provide a great client experience. Differentiation is crucial for capturing new clients and investment dollars, making customer-centricity a must-have, not a nice-to-have. Firms leveraging automation and processes that enable customer-centricity are closing more deals. How is your pitchbook solution working for you? Swipe for 3 Key Benefits you'll experience with the right automation solution in place. #pitchbooks #automation #investmentmarketing

When the marketing department goes look for a way to automate their quarter-end process, the strategic goals are always clear: streamline production and cut costs. But often times, there is lack of clarity around the total cost of ownership to ensure you're not just shifting workloads but genuinely optimizing your operations. Key points to assess: ?? Impact on Team Workload - Will the new system truly reduce the time and effort required, or will it just change the nature of the work? ??? Resource Needs - Evaluate if you’ll need to add staff to manage the technology. Ideally, automation should reduce the need for extra team members, not create it. ?? Vendor Claims - Be wary of assurances that the system is so easy to use that it will save time and resources effortlessly. Often, we see teams expanding to support the new system, which can undermine your goals. ? Detailed Questions - Ask specific questions about the system’s demands and its impact on your team to ensure it aligns with your cost-saving and efficiency objectives. Choosing the right content automation tool means ensuring it truly supports your strategic goals without adding unforeseen costs. Our Founder & CEO, John Toepfer explains in our latest article on the Synthesis blog. Read his tips for marketing teams to make the right choice: ??https://hubs.ly/Q02JPQ850 #ContentAutomation #CostManagement #Efficiency #StrategicPlanning #TechEvaluation #WorkloadManagement

Synthesis Technology is seeking an experienced B2B SaaS Senior Product Manager to join our dynamic team! If you are a highly motivated individual who thrives in a fast-paced environment and has a passion for driving product innovation, we would love to hear from you. In this exciting position, the Senior Product Manager will help shape the future of our class-leading marketing content automation product for the world’s leading investment companies. Learn more on our website at https://hubs.ly/Q02HwtpQ0 #productmanager #careers #jobposting #SaaS #Fintech

In the journey to optimize content production, one common pitfall is fixating solely on perfecting data infrastructure before addressing immediate business needs. While a robust "golden source data warehouse" may be the ultimate goal, delaying content automation only impedes progress. Marketing teams require agile, error-free content to support sales effectively, without waiting for a flawless data ecosystem. It's about synchronizing data process improvements with actionable steps towards content automation and integration. Here's how we do it: 1?? Parallel Progress: Simultaneously refine data processes and advance content automation strategies. 2?? Agile Integration: Implement iterative improvements that enhance data quality while enabling faster, compliant content distribution. 3?? Team Collaboration: Foster alignment between technology and marketing teams to achieve seamless integration and operational efficiency. Swipe for three steps you can take to tackle the data management problem while keeping your content automation goals moving forward. #DataManagement #ContentAutomation #OperationalEfficiency #MarketingTechnology #BusinessStrategy

Happy Fourth of July from all of us at Synthesis Technology! ???? Together, we celebrate the spirit of independence and unity that defines our great nation. As we gather with family and friends, let's take a moment to honor the values of freedom, opportunity, and resilience that make America extraordinary. Wishing you a safe and joyous Fourth of July! ?? #FourthOfJuly #IndependenceDay #CelebrateFreedom

We had a wonderful time at the 35th Annual U.S. Bank Global Fund Services Conference in Lake Geneva, WI this week! It was a pleasure to make so many new connections and share ideas around the future of automating Tailored Shareholder Reports and other key investment marketing communications. John Toepfer and Jean Goodwin would like to thank U.S. Bank for the hospitality and for putting on a fantastic event. #usbankgfs #shareholderreporting #compliance #investmentmarketing #assetmanagement