Parnassus Investments is known for doing more with less. As a specialized asset manager focused on sustainable investing, with a lean team, they needed a partner that could deliver high-touch, scalable support without adding operational complexity.
That partner was Synfinii.
Over the past five years, Synfinii has become a true extension of the Parnassus team—improving data quality, streamlining operations, and enabling targeted, high-performing marketing. The result: sharper focus, stronger engagement, and a distribution strategy aligned to a shifting sustainable investing landscape.
Key Synfinii Solutions
Challenges: Fragmented Systems, Limited Time
When Joe Sinha, CMO at Parnassus, began evaluating vendors, he wasn’t seeking a replacement, but the time his team spent troubleshooting reporting issues was pulling focus from their primary goal: connecting with clients. “We’re not a back-office team. Every hour spent troubleshooting data was an hour not spent raising assets,” said Joe. “We needed a partner who could simplify the complexity so we could focus on what matters—our clients.”
Their CRM was difficult to trust, reporting was unreliable, and evolving responsible investing preferences demanded more targeted engagement. What they needed was not just a platform, but a partner aligned to their strategic goals.
Outcomes: Better Data, Smarter Campaigns
Synfinii stepped in with platform solutions and data services that replaced their legacy vendor and modernized the firm’s data foundation. Together, they tackled data hygiene and segmentation, enabling high-impact outreach.
“When I joined, our data was nearly unusable for segmentation,” said Shanna Leonard, Senior Manager, Digital Marketing. “Now we’re executing campaigns that speak to the right people, in the right way.”
Key outcomes included:
- 25,000+ contact titles added for segmentation by role and channel
- 70% of contacts mapped to a responsible investing sentiment score
- CRM and marketing platforms configured for campaign execution
- Enrichment with Discovery Data and Dakota boosted contact record completeness
Impact: Focus, Growth, and Efficiency
Parnassus’s email subscriber base grew 50% over the last year. Open rates hit 59%, with 10% CTR on sustainable investing campaigns—proof that personalized, data-informed messaging and segmentation work.
“We’re starting to find our superfans. The results speak for themselves.”
Shanna Leonard, Senior Manager, Digital Marketing
Behind the scenes, Synfinii’s support has been transformative:
“There are many things you outsource—but when it’s something you rely on deeply, you need a partner who feels like an extension of your firm. That’s exactly how I view Synfinii,” said Joe. “They help us execute faster, with less effort on our end. That lets us stay lean, stay focused, and grow efficiently.”
Synfinii—our brand since September 2025—was previously known as SalesPage.
