Synthesis Technology

Could We Have a New ESG Regulation by Year-End?

Breaking News: Could We Have a New ESG Regulation by Year-End? The recent submission of a rule by the Employee Benefits Security Administration suggests that we could have a final regulation from the Labor Department by year-end.

Here's another client success story. Read the full piece:
https://hubs.ly/Q01n-MCQ0

Distribution enablement is a vital part of your investment marketing strategy. Is your firm creating pitchbooks that drive sales through automation and grow AUM?

Content Management and Personalization | Synthesis Technology Presentation management for asset managers. Automate pitchbook production & enable sales to create custom and compliant presentations.

Synthesis CEO John Toepfer and Red Oak Compliance COO Cathy Vasilev break down the SEC’s new Modern Marketing Rule and the implications for investment firms.

Webinar: Breaking Down the SEC's MMR with Red Oak Compliance Webinar Replay: Breaking Down the SEC’s MMR — The Top 5 Critical Areas For Your Investment Firm In this webinar, Synthesis CEO John Toepfer and Red Oak Compliance COO Cathy Vasilev break down the SEC’s new Modern Marketing Rule and the implications for investment firms. You’re probably alrea...

Asset managers need to be able to rely on website updates to their fund data. To that end, you need to be able to trust your automation solution.

Website Updates Synthesis Technology helps asset managers stay compliant and competitive through automated updates to the firm's dynamic fund data on their website.

Golden source data – does it really exist?

How to Tackle Investment Data Management and Content Automation Initiatives in Tandem Data managment and content automation go hand-in-hand. How do you tackle data while keep your marketing content automation plans on track?

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.

Investment Data Management The quality of investment data management impacts the accuracy and timeliness of fund marketing materials like fact sheets and pitchbooks.

What enables some asset management firms to get their data-driven communications out more quickly than their competitors? What’s the secret ingredient? https://hubs.ly/Q018sxLQ0

Case Study: Fast Growing Asset Management firm automates fund documents at scale.

Fast growing Asset Manager Automates Mutual Fund and ETF Fact Sheets to Scale Output Synthesis Technology helps a fast growing asset management firm to automate fund documents at scale, cutting their production time in half.

How Asset Managers Use CDPs

How Asset Managers Use CDPs To Create The MarTech Stack Of The Future Asset managers use CDPs to solve integration problems that exist in their existing technology environments.

Is the elusive “golden source data” holding your marketing team back from getting quarterly materials automated?
Here are 3 tips you can share with your data team.

How to Tackle Investment Data Management and Content Automation Initatives in Tandem Data managment and content automation go hand-in-hand. How do you tackle data while keep your marketing content automation plans on track?