Together, Mediafly and Synthesis developed a holistic solution that would enable sales agents to create customer-focused presentations within the guardrails of marketing and compliance. Integrated with CRM and the company’s compliance system, the new technology allows the company’s 200+ Retirement sales reps to easily find and personalize content. Choosing from a library of hundreds of slides and dynamic content, reps can mix-and-match assets to create a customized sales presentation for each engagement. Once a deck is built, the system approves it for immediate use or routes it to compliance if new or unrecognized content has been added. Final presentations are distributed via the Mediafly application, tracked in CRM, and archived in the compliance system for a seamless and efficient workflow, meaningful insights into content usage, and improved auditability.