Marketing, reporting, and digital solutions for wealth managers
Time-tested solutions for fund marketing, endorsed by more than 60 asset and wealth managers
Acuity Knowledge Partners provides presales (fund presentations, Seismic support and RFP support), client servicing, and thought leadership, as well as digital marketing solutions to global wealth managers and private banks. Our solutions enable financial institutions to establish a multitude of bespoke offshore support solutions that add value by creating bandwidth for onshore teams to concentrate on strategic initiatives, while reducing operational costs and service silo rigidity. With our time-tested approach of combining experienced and financially adept personnel with industry best practices and technology, we offer a unique customised solution that many leading global asset and wealth managers choose to partner with.
Benefits
A one-stop shop for presales and marketing solutions
Over a decade of experience in supporting more than 60 global financial institutions
Over 300+ full-time employees (FTEs) supporting clients across the globe
Delivered total cumulative savings of over USD12m each year through staff augmentation, process efficiency, and technology implementation
Flexible staffing solutions to choose from, depending on your business needs
Solutions
Presales support
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Presales support
Fund factsheets
Fund presentations, flyers, brochures
Fund/collective investment research
DTP, infographics, and design support
Promotional material and creative collateral
Competitor analysis
RFP/RFI/DDQ support
Seismic and other sales-enablement platform maintenance
Client servicing and thought leadership
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Client servicing and thought leadership
Portfolio performance and attribution analysis
Client/investor reports
Fund, market, and economic commentaries
Daily bulletins/newsletters
Investor guides and education material
MIS, dashboards, and other reports
Client query handling
Digital marketing
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Digital marketing
Email marketing
Web content management
Web analytics and search engine optimisation
Social media marketing
Marketing campaigns and analytics
Video production and animation
Web audit and design
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