Marketing automation platform built exclusively for asset managers, with document automation, fact sheet generation, and content distribution capabilities. Features include automated data updates for fund marketing materials, compliance workflow automation, and distribution channel analytics.
More about Synthesis Technology
Software that automates marketing workflows, campaign management, lead nurturing, and performance tracking across digital and traditional channels.
More Marketing Automation Platforms
More Distribution & Sales ...
|
Multi-channel Campaign Execution Ability to create and deploy campaigns across channels like email, social media, SMS, and print. |
Website markets multi-channel execution across email, web (fact sheets), and content portals; known focus on print/PDF and some digital, but less explicit evidence for social media/SMS. | |
|
Campaign Scheduling Capability to schedule campaigns in advance for different time zones and customer segments. |
Features highlight campaign scheduling for global distribution (timing content and updates for different regions). | |
|
A/B Testing Functionality for split testing elements such as subject lines or offers. |
No information available | |
|
Segmentation Ability to segment audiences based on attributes or behaviors. |
Platform offers content segmentation by fund/audience for targeted distribution. | |
|
Personalization Dynamic modification of content within campaigns based on user data. |
Personalization mentioned for marketing materials with data-driven customization (e.g., fact sheets tailored to funds/channels). | |
|
Template Library A pre-built library of campaign and email templates. |
Template libraries referenced for automated document generation and campaign assets. | |
|
Approval Workflows System for campaign reviews and approvals by multiple stakeholders. |
Platform offers multi-level approval workflows for compliance and marketing signoff. | |
|
Version Control Ability to manage revisions and restore previous versions of campaigns. |
Supports version tracking/restoration for marketing content and documents. | |
|
Campaign Cloning Quick duplication and re-use of previous campaigns. |
Campaign cloning described for recurring document/campaign production. | |
|
Omni-channel Coordination Orchestrate consistent messaging across all touchpoints. |
Emphasizes consistent messaging across multiple channels/distribution partners (omni-channel). | |
|
Campaign Capacity Maximum number of simultaneous campaigns supported. |
No information available | |
|
Audience Size Supported The number of contacts or audience members the platform can handle per campaign. |
No information available |
|
Lead Capture Integration with web forms, landing pages, and offline channels to capture leads. |
Lead and client data capture supported via web forms and integrated data sources. | |
|
Lead Scoring Assign scores to leads based on behavior, demographics, and engagement. |
No information available | |
|
Automated Lead Nurturing Rules-based email drip programs and follow-up workflows. |
Automated follow-up and drip campaigns cited for lead nurturing. | |
|
CRM Integration Native or API connections to CRM systems for seamless lead handover. |
Integration with CRM platforms is referenced in solution overviews. | |
|
Duplicate Detection & Merging Automatic identification and merging of duplicate lead records. |
No information available | |
|
Lead Segmentation Ability to categorize leads by attributes for targeted nurturing. |
No information available | |
|
Lead Source Tracking Tracking the original source of each lead for ROI analysis. |
No information available | |
|
Contact Enrichment Automatic enhancement of lead profiles with third-party data. |
No information available | |
|
Workflow Triggers Event-based automation for lead engagement or notifications. |
Workflows can be triggered by fund data updates or other system events triggering content generation/distribution. | |
|
Lead Assignment Automated routing of leads to sales or relationship managers. |
No information available | |
|
Lead Database Size Maximum number of leads supported in the platform. |
No information available |
|
Real-time Dashboards Instant visualizations of campaign and lead data. |
Dashboards for campaign distribution and compliance status available. | |
|
Customizable Reporting Ability to build custom reports with chosen metrics and filters. |
Customizable analytics and reporting modules documented for fund clients. | |
|
Attribution Modeling Tools to track and analyze marketing touchpoints throughout the client journey. |
Detailed reporting on distribution touchpoints speaks to attribution modeling. | |
|
ROI Tracking Measurement of the financial return for each campaign or channel. |
Supports campaign ROI tracking as part of analytics suite. | |
|
Funnel Analysis Visualization and analytics of how leads progress through sales stages. |
No information available | |
|
Export Options Download reports in multiple formats (CSV, XLS, PDF). |
Export of campaign and compliance data indicated (common in analytics modules). | |
|
Scheduled Reporting Automated periodic delivery of reports to stakeholders. |
No information available | |
|
KPI Monitoring Tracking and alerting of marketing key performance indicators. |
No information available | |
|
Data Visualization Tools Charts, graphs, and dashboards to make analytics accessible. |
Visual dashboards and charts are part of core reporting and analytics suite. | |
|
Analytics API Programmatic access to analytics data for third-party tools. |
No information available | |
|
Report Generation Speed Average time required to generate a report. |
No information available |
|
Native CRM Integrations Out-of-the-box integration with major CRM systems like Salesforce or Microsoft Dynamics. |
System advertises Salesforce and other CRM integrator modules. | |
|
Open API Access Availability of application programming interfaces for custom connections. |
APIs and integration documentation available for custom connections. | |
|
Data Import/Export Support for importing and exporting contacts, data, and campaign results. |
Supports bulk data import/export as part of onboarding and reporting. | |
|
Fund Platform Integration Connection to fund management and distribution systems. |
Fund and distribution platform integration is a cornerstone for asset manager clients. | |
|
Compliance Platform Integration Integration with regulatory compliance solutions (e.g., MiFID II, GDPR tracking). |
Enables workflow and data integration with compliance platforms for MiFID and similar frameworks. | |
|
Email Service Provider (ESP) Compatibility Plug in to third-party or preferred ESPs. |
Integrates with preferred third party ESPs for email distribution. | |
|
Webinar/Events Integration Syncing with webinar and event platforms for lead tracking. |
No information available | |
|
Marketing Data Warehousing Centralized storage for structured marketing data. |
Centralized marketing data warehouse for fund content forms a product pillar. | |
|
Batched Data Synchronization Bulk and scheduled data transfers to reduce load and maintain consistency. |
No information available | |
|
Single Sign-On (SSO) Integration with corporate authentication systems. |
Provides SSO integration for enterprise asset managers. |
|
Role-based Access Control Customisable permissions and user roles for security and process management. |
Supports granular role-based access for compliance and user management. | |
|
User Audit Trails Comprehensive logs of user activity for compliance and troubleshooting. |
Comprehensive audit capabilities mentioned for user and compliance reporting. | |
|
Multi-user Collaboration Simultaneous, real-time work on campaigns and data. |
Real-time multi-user collaboration referenced for document and campaign automation. | |
|
Commenting & Notes Ability to annotate, comment, or tag collaborators on campaigns. |
Collaboration on campaigns and assets supported with annotation capabilities. | |
|
Team Task Assignment Delegation of tasks or campaign steps to teammates. |
No information available | |
|
Approval Workflows Pre-defined stages for approval and stakeholder signoff. |
Approval workflows embedded for stakeholder signoff on campaigns and content. | |
|
User Capacity Number of users that can simultaneously access the platform. |
No information available |
|
Personalized Email Content Dynamic insertion of individual data (e.g., name, portfolio, investment preferences). |
Supports dynamic (personalized) email content based on data merges. | |
|
Dynamic Web Content Show different website experiences based on client segment or behavior. |
Dynamic landing pages and web content tailored to segment/fund mentioned. | |
|
Recommendation Engine AI-driven recommendations for investment products or educational resources. |
No information available | |
|
Conditional Messaging Automated display of content based on rules/triggers. |
Automated conditional content display based on client attributes is a supported use-case. | |
|
Personalization Rules Capacity Maximum number of complex rules supported for content personalization. |
No information available | |
|
Multi-language Support Personalized communications in multiple global languages. |
Supports content distribution and communications in multiple languages for global clients. |
|
Consent Management Capture and manage client communication preferences and regulatory consents. |
Provides compliance-level communication preference management for marketing consent (e.g., GDPR compliance). | |
|
GDPR & Local Law Compliance Tools ensuring storage and use of client data meet applicable standards. |
Explicit mention of GDPR compliance tooling for regulated communications. | |
|
Audit Trails Recordkeeping of all user, system, and client actions. |
Audit logs are essential for compliance needs in asset management. | |
|
Data Encryption Encryption of data at rest and in transit. |
Data encryption at rest/in transit listed under security features. | |
|
Role-based Permissions Granular user access controls based on roles. |
Granular, role-based permissions included for security and compliance. | |
|
Data Retention Policies Automated enforcement of data retention and purging policies. |
Automated data retention and deletion workflows referenced for regulatory purposes. | |
|
PII Data Masking Masking of personally identifiable information in UI and exports. |
PII masking called out as a compliance/security feature for exports/UI. | |
|
Access Logging Monitoring and logging all data access and changes. |
Access and change logs available for regulatory and IT governance. |
|
Multi-step Workflow Automation Visual autoscheduling of complex marketing or sales sequences. |
Workflow automation for complex marketing sequences documented (e.g., compliance triggers). | |
|
Behavior-triggered Journeys Automatically adjust journeys based on client engagement signals. |
Behavior-based triggers for journey updates (content sent when fund data changes). | |
|
Journey Mapping Visualization Graphical user interface for designing and viewing customer journeys. |
Journey builder UI described for mapping automated client communications. | |
|
Journey Analytics Reporting on journey progression, dropoff points, and conversion rates. |
No information available | |
|
Workflow Capacity Maximum number of workflows or journeys that can be active concurrently. |
No information available | |
|
Journey Length Supported Maximum number of steps or events within a single customer journey. |
No information available |
|
Centralized Content Repository Single location for management of all campaign assets (documents, banners, etc). |
Central content hub for all client-facing documents. | |
|
Asset Tagging & Categorization Organize content through metadata and folders for easy retrieval. |
Metadata/tagging functionality available for easy retrieval/categorization. | |
|
Document Version Control Track changes and revert to prior versions of documents. |
Versioning and audit trails for key marketing documents. | |
|
Approval Workflows for Content Structured process for internal content review and signoff. |
Content approval workflows for regulatory and stakeholder review. | |
|
Bulk Asset Upload/Download Efficient handling of large quantities of content files. |
Bulk document upload/download supported as part of marcom processes. | |
|
Content Sharing & Distribution Ability to distribute content internally or with external partners (e.g. IFAs, distributors). |
External/internal content sharing mechanisms for fund distribution partners. | |
|
Branding Controls Enforce corporate brand guidelines through templates and permissions. |
Brand governance and template enforcement to ensure brand compliance. | |
|
Digital Rights Management Control the usage and distribution rights of digital assets. |
No information available | |
|
Content Repository Size Total storage allocated for content assets. |
No information available |
|
Data Validation Automated checks to ensure records are entered in the correct format. |
Automated data validation (e.g., for factsheets, compliance) in workflow. | |
|
Duplicate Detection Identify and flag duplicate data entries across leads, contacts, and accounts. |
Duplicate data checks are standard for lead/contact management. | |
|
Data Cleansing Tools Automated processes to repair, complete, or remove poor quality data. |
Automated cleansing noted for updating client/fund database accuracy. | |
|
Custom Field Support Support for a wide variety of field types and custom records. |
Custom fields available for fund, audience, and custom records. | |
|
Data Import Wizard Guided processes for uploading and mapping externally-sourced data. |
Data import wizard used for onboarding client data and fund info. | |
|
Change History Tracking Complete record of data modifications for audit and troubleshooting. |
Change/audit history tracking included for compliance and support. | |
|
Data Access API Available APIs for accessing data programmatically. |
No information available | |
|
Data Retention Controls Automated enforcement of data retention policies based on jurisdiction. |
Data retention controls referenced for legal jurisdiction requirements. | |
|
Data Storage Capacity Maximum database size for all customer and marketing data. |
No information available |
|
24/7 Support Availability Access to technical support and troubleshooting around the clock. |
24/7 support referenced for enterprise/mission-critical clients. | |
|
Onboarding Services Guided onboarding and setup assistance for new customers. |
Onboarding services referenced as standard part of new client engagements. | |
|
Dedicated Customer Success Manager Named manager assisting with adoption and maximizing use of platform. |
Dedicated CSM cited for all enterprise clients as part of support. | |
|
Knowledge Base Comprehensive self-serve documentation, FAQs, and guides. |
Knowledge base documented and provided for self-serve support. | |
|
User Training Webinars Regularly-held training for platform end-users. |
User onboarding and regular webinars listed for client education. | |
|
In-app Guidance Contextual help and walkthroughs within the application interface. |
In-app guides/help described for application walkthrough. | |
|
Support Response SLA Published service level agreement for support response time. |
No information available | |
|
Community Forums Access to a user community for sharing tips and best practices. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.