Every asset manager we talk to is already using AI. Far fewer can point to a decision it made better, and the reason usually isn’t the AI. It’s the data underneath it. That gap is what our newest partnership is built to close. Today, Synfinii announced a joint go-to-market partnership with Jacobs & Company, pairing our deterministic distribution data foundation with Jacobs & Company’s go-to-market strategy and AI expertise to help asset managers turn trusted data into growth.
For more details, please read the press release below or download a pdf.
Synfinii and Jacobs & Company Partner to Turn Trusted Distribution Data Into AI-Enabled Growth
A Joint go-to-market partnership combines Synfinii’s deterministic distribution data foundation with Jacobs & Company’s firm-specific GTM strategy, AI-driven decision making and execution to accelerate time to value.
KALAMAZOO, Mich., and BOSTON, Mass., September 14, 2026 – Synfinii, a distribution data management company serving asset managers, and Jacobs & Company, the GTM and AI experts for growth-focused asset and wealth managers, today announced a joint go-to-market partnership designed to help asset managers turn trusted distribution data into business value. Synfinii provides the deterministic data foundation underlying the distribution operation, while Jacobs & Company designs the go-to-market strategy and the AI models that decide what happens next, tailored to each firm’s clients, products, marketing, and sales approach.
The partnership comes as AI adoption continues to expand faster than measurable enterprise impact. McKinsey’s 2026 State of AI survey states that nine in ten respondents said their organizations regularly use AI in at least one business function, but only about 6% met McKinsey’s definition of AI “high performers”. Within asset management, Mercer’s 2026 survey of 131 firms found that 63% use off-the-shelf Vendor AI tools, while 69% cite data quality or access as a significant barrier to further AI adoption. Access to AI is widespread, but data quality and the business strategy guiding its use increasingly determine what organizations can do with it.
The partnership puts those investments in the right sequence: define how the firm intends to win, establish the trusted data foundation required to execute that strategy, and then use AI to accelerate it.
“Asset managers don’t lack data. The challenge is making that data consistent, governed and usable across the distribution organization,” said Aric Faber, CEO of Synfinii. “Once you establish a trusted foundation, everything built on top of it — CRM, analytics, AI and eventually agentic workflows — can deliver value faster. The Jacobs partnership connects that foundation to the firm’s GTM strategy and execution.”
“Every asset manager can buy AI, so AI alone is not an advantage,” said Rubesh Jacobs, Managing Partner of Jacobs & Company. “The advantage is applying it to a go-to-market system built around your strategy, clients, products, marketing, and sales motion. Synfinii gives us data we can trust. We turn it into the decisions sales and marketing teams act on every day, so growth-focused managers can punch above their weight.”
Joint engagements can begin with a Distribution and AI Readiness Assessment to establish the firm’s current state, strategic priorities and desired outcomes. From there, Synfinii and Jacobs & Company develop a firm-specific activation plan organized around focused stages intended to accelerate time to value.
Synfinii provides the deterministic distribution data foundation: a trusted view of advisors and firms, assets and sales attributed according to the firm’s own rules, business logic applied consistently, and lineage back to source. The platform augments the technology firms already use, providing governed data to CRM, BI, analytics, AI and agentic workflows without requiring replacement of those systems.
Jacobs & Company activates the firm’s GTM strategy against that foundation, embedding AI into how distribution teams prioritize opportunities, allocate coverage, engage clients and execute their sales motion. The approach is shaped around the firm’s products, markets, territories and way of winning rather than imposing a common AI-driven sales model.
Both firms believe AI should amplify what makes an asset manager distinctive, not flatten it. Segmentation, sales plays and decision logic should reflect the firm’s own GTM strategy, allowing AI to scale that strategy across the distribution organization.
Faber and Jacobs will appear together at several industry events in October to discuss the role of governed distribution data and firm-specific strategy in generating business value from AI.
About Synfinii, LLC
Synfinii helps asset managers unify their distribution data so they can enable AI, agentic workflows and accelerate time to value. Its distribution data platform aggregates, aligns and activates data across platforms and providers while augmenting the CRM, BI, analytics and technology ecosystems firms already use. With 40 years of innovation and industry expertise behind its team, Synfinii is headquartered in Kalamazoo, Michigan.
About Jacobs & Company
Jacobs & Company is the go-to-market firm for growth-focused asset and wealth managers, the firms determined to grow faster than their size suggests. It designs the advantage a distribution team competes on, then builds it into a working system across the go-to-market, from strategy and sales enablement to CRM, field sales and digital distribution, with AI-driven decisioning telling the team where to focus. Headquartered in Boston, Massachusetts, and AI-native since 2019, the firm puts senior practitioners on every engagement and measures itself by a single outcome: clients who compete with firms ten times their size, and win.
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About Synfinii
Synfinii partners with asset managers worldwide to enable data-driven distribution by mastering data, integrating intelligence, and building solutions that help achieve your business objectives. Excellence in client service, deep industry knowledge, technical strength, and extraordinary teamwork have defined us for over 40 years.
Synfinii—our brand since September 2025—was previously known as SalesPage.