Diamond Hill is known for their commitment to excellence. So, when their Marketing team was increasingly challenged by the quarter-end process, they knew it was time to invest in a new technology solution. Their dedication to excellence led them to Synthesis Technology.
A Quarter-End Crunch
Like most asset managers, Diamond Hill managed their data and distribution processes in-house. However, as the firm steadily grew its product offerings, their data management and quarter-end production process also grew in complexity.
The Challenge
A complex quarter-end process that required manual review and data verification.
Synthesis Solution
Synthesis Technology is an end-to-end content automation and publishing platform that empowers investment companies to improve their marketing efficiencies.
“Their experience working with asset managers like us has saved immeasurable time, money, and frustration. I don’t know how you can afford not to partner with Synthesis.”
~ Director of Marketing, Diamond Hill
After exploring options with other industry vendors, Diamond Hill entrusted Synthesis to automate their quarter-end fund and composite fact sheets. In just four months under the expert direction of the Synthesis team, Diamond Hill achieved connectivity between its systems and other data sources to ensure the flawless movement of data across those structures.
Proven Results
Content automation and publishing drove:
• 30% reduction in manual verification
• Company-wide confidence in quarter-end data validation
• Hands-off quarterly data management
• Time to focus on value-add marketing initiatives
To learn more about the impact of content automation on the Diamond Hill quarter end experience, read the full case study here.
To learn more about how Synthesis Technology can transform your business, click here.
