Wealth Management solution

Marketing and Digital Solutions for Wealth Managers

Our approach

With over a decade of experience, our Fund Marketing Services (FMS) vertical caters to over 60 asset and wealth managers globally, helping them streamline their marketing and reporting operations. We offer a wide range of solutions across presales, reporting, client servicing, and digital marketing to enable businesses minimise costs (30-40% cost arbitrage), refine operational capabilities, and leverage technological game changers.

Who we serve

  • Private wealth managers
  • Private banks
  • Wealth advisors
  • Global wealth managers

Support We Offer

Presales

  • Fund factsheets, presentations, flyers, brochures

  • Fund/collective investment research

  • Seismic and other sales-enablement platform maintenance

  • DTP, infographics, and design support

  • Promotional material and creative collateral

  • Competitor analysis

  • RFP/RFI/DDQ support

Client servicing and thought leadership

  • Portfolio/fund performance reports

  • Investment commentary

  • Client reports

  • Market and economic commentaries

  • Daily bulletins/newsletters

  • Thought-leadership support

  • Invoice monitoring support

  • MIS, dashboard, CRM tools maintenance

Digital marketing

  • Email marketing

  • Web content management

  • Web analytics and search engine optimisation

  • Social media marketing

  • Lead scoring and modelling

  • Video production and animation

  • Web audit and design

How we are different

Managed services
Managed services
Sustainable ecosystem of people, process, and technology
Skilled resources
Skilled resources
Capital-markets DNA, with strong knowledge of the investment process
Aesthetics
Aesthetics
Unique and professional visuals for factsheets, presentations, and web visuals to stand out in the market
Flexibility
Flexibility
Range of engagement models to manage skewed work volumes
Bespoke technology
Bespoke technology
Customised automated solutions based on individual client needs vs off-the-shelf tools

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