4 episodes

Automation is changing the game for investment management firms. In this Podcast series, Synthesis Technology CEO John Toepfer sits down with experts from the Investment community to discuss how marketing, sales, and compliance professionals are leveraging automation in the workplace. Our goal is to share emerging insights that will help you stay up to speed on the ever-changing financial technology landscape.

Automating Investment Marketing | Synthesis Podcast Synthesis Technology

    • Business

Automation is changing the game for investment management firms. In this Podcast series, Synthesis Technology CEO John Toepfer sits down with experts from the Investment community to discuss how marketing, sales, and compliance professionals are leveraging automation in the workplace. Our goal is to share emerging insights that will help you stay up to speed on the ever-changing financial technology landscape.

    Episode 4: Conquering Compliance with Stephen Pope of Red Oak Compliance

    Episode 4: Conquering Compliance with Stephen Pope of Red Oak Compliance

    In this episode, we are joined the CEO and co-Founder of Red Oak Compliance, Stephen Pope.  Stephen offers us some insight into the current issues and challenges he’s seeing with the marketing and sales process at asset management firms today. He explains how firms are creating marketing approval processes that salespeople will actually follow, and offers best practices for improving time-to-market of sales materials, such as a three-tier risk workflow system.

    • 28 min
    Episode 3: Solving the Content Automation Problem and Achieving ROI with Terry Boyle McDougall

    Episode 3: Solving the Content Automation Problem and Achieving ROI with Terry Boyle McDougall

    In this episode, we are joined by Terry Boyle McDougall, Founder and President of Bright Beam Consulting. In the episode, we ask Terry about her experiences evaluating, purchasing, and implementing solutions to automate marketing materials like fact sheets and pitchbooks. She offers some advice and best practices in terms of evaluating the true cost, calculating ROI, and deciding whether to build or to buy. We hope you take away some useful ideas from this episode. Thanks for listening and enjoy the show!

    • 31 min
    Episode 2: The Future of Sales Enablement with Matt Suggs

    Episode 2: The Future of Sales Enablement with Matt Suggs

    In this episode, we are joined by Matt Suggs, EVP of Sales and
    Customer Success at Mediafly to discuss the future of sales enablement. A 20-year software sales veteran, Matt offers insight
    into why B2B buyers hate being sold to and how asset managers can use technology to provide a truly engaging and compelling client
    experience.

    • 21 min
    Episode 1: 2017 Trends in Asset Management Marketing with Andrew Corn

    Episode 1: 2017 Trends in Asset Management Marketing with Andrew Corn

    In this episode, Investment Management Marketing expert Andrew Corn sits down with our CEO to discuss emerging trends for 2017. The discussion revolves around how automation continues to play an important role, making it easier for marketers and salespeople to be customer-centric in their approach. In this episode, we discuss data analysis as a differentiator, the role of ETFs in the retail and institutional space, the challenges with using Microsoft-based products like Excel and PowerPoint for automating content, and the adoption of content usage analytics. This episode brings important insights to investment marketers, salespeople, and executive management. Thanks for listening and enjoy the show!

    • 33 min

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