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Global Asset and Wealth Manager Uses Data Automation to Achieve Marketing Goals
Summary: Our client is one of the largest asset and wealth managers in the world, with $1.5 trillion assets under management. In order to maintain their prestigious reputation with their global...
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Major Mutual Fund Company Sees a 70% Time-to-Market Improvement with Data...
Summary: Synthesis won a RFP competition from a major mutual fund company seeking a data automation solution. This organization had found itself spending up to five person-weeks every month collecting...
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West-Coast TAMP Conquers their Complex Data Challenges with Automation
A west coast Turnkey Asset Management Provider (TAMP) was experiencing an operational challenge that is very typical of growing investment firms: fact sheet production inefficiency. As with most...
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Large U.S. Insurance Company’s Investment Management Group Doubles Output,...
Summary The growth-by-acquisition strategy of a Large U.S. Insurance Company’s Investment Management Group hinged on efficiently scaling up the production of quarter-end marketing materials. By...
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