The Sales Success Formula in Financial Services: Blending Customization and Compliance (On-Demand Recording)

Are you a trailblazer or falling behind?



Webinar Overview

The financial services industry faces obstacles that make it difficult to gain new clients and asset acquisition. The quest: to be more buyer-centric, personalized, and up-to-the-minute. Marketing teams are responsible for creating sales content, but presentations aren’t always well-received by the sales group. Salespeople tend to tweak presentations themselves, creating “rogue” content that is not marketing-approved. In addition, there are compliance approvals and exposure to risk if any procedure is bypassed.

Financial service institutions are realizing they need to digitize and automate their processes in order to improve brand consistency, customer-centricity, compliance, and, measurement. By adopting a digital-first approach, companies can develop holistic solutions that enable branded and custom content, while also allowing the flexibility to create personalized and compliant materials.

In this webinar, Synthesis and Mediafly discuss how to begin a digital transformation initiative and share the foundation you’ll need through three pillars of success.

Key Takeaways

  • Understand the holistic solution that fosters a customer-centric approach
  • Direct benefits of digital transformation including predictive analytics, content automation, and sales engagement
  • Tips for getting started today




John Toepfer
Founder and CEO

John Toepfer is Founder and CEO of Synthesis. He is a technology entrepreneur and investor with 30 years of experience developing and deploying document automation and communication solutions for investment companies.

Toepfer’s early career was spent working with firms such as RR Donnelly, Adobe, Datalogics, and Document Directions until he founded Synthesis Technology in 1998. He also partnered to form the online training company, eLearningCurve, in 2009. You can find his thought leadership articles on topics like content automation, data management, and leadership on the Synthesis blog. He currently resides in Chicago with his wife and two sons.


Matt Suggs
EVP of Sales

Matt leads the sales and business development teams at Mediafly, driving overall revenue growth and guiding the company to better understand the enterprise sales cycle. Since joining the company in 2010, Matt has been integral in adding and growing the company’s customers across different verticals. As a member of the executive committee, he also guides the overall strategy for Mediafly.



Andrew Corn
E5A Integrated Marketing

Mr. Corn works with clients developing investor acquisition programs and other measurable campaigns. Previously Andrew was Chief Investment Officer for the Beacon Trust Company where he managed long-only strategies and long/short funds. He ran Beacon Indexes publishing indices tracked by ETFs and UITs. Prior to Beacon Trust, Andrew was the founder of Clear Asset Management and Clear Indexes (sold to Beacon Trust).  Andrew was SVP of Marketing of and Independent Research Group. There he headed marketing, advertising and digital communications as the firm achieved its first full year of profitability. Previously, Andrew was EVP/CMO of London-based Citigate, a multinational, publicly-traded integrated communications agency. Prior to Citigate, Andrew was the CEO of Admaster Communications and MasterApproach, an investment industry consultant and software developer. Both were sold to Citigate.