Financial Marketing Services

Overview

With over a decade of experience, Financial Marketing Services (FMS) caters to streamline sales support, marketing and reporting operations for leading financial institutions which includes over 90 global asset and wealth managers, ETF houses, commercial banks and PE firms. We offer a wide range of solutions that span across Business Development, Client Servicing and Digital Marketing to enable business do better, minimize costs, refine operational capabilities while leveraging technology and industry best practices.

Who we serve

Asset Managers
Commercial and Regional Banks
ETF firms
PE Firms
Fund consultants
Fund brokers
Investment banks
Institutional money managers
Corporates

Financial Marketing Services support we offer

RFP/DDQ Support: Respond to new business and client retention questionnaires across regions and asset classes
Content management: Content restructure, design, systematic ongoing maintenance
Content optimization: Create automated templates, auto prompts and auto populating merge codes to ensure optimal use of RFP platforms
Online platform support: extensive experience across leading online due diligence platforms (Door, DiligenceVault, AssetQ, Dasseti etc.)
Design and analytics dashboard: Formatting and design support, bios, RFP analytics and dashboards

Consultant Database (CDB) Support
End-to-end managed services solution to manage efficient CDB updates including quanitiative and qualitative data
30-40% cost savings, 20-30 faster time to market and high quality data dismination to investment consultanats
Combine smart technologies (BEAT Edge) and CDB specialists to save precious time spent at the client’s end towards CDB updates
List funds in public platforms and fill in platform templates with our fund publication services support

Marketing Materials and Factsheets
Production and distribution support across marketing materials like product and fund factsheets , presentations, pitchbooks, brochures, flyers, laminates, newsletters and fund lists etc
Client Portfolio Management (CPM) and product specialist support

Seismic Support
Awarded as official implemetaion partner by SEISMIC. Only financial services company to achieve this feat
Deep experience supporting SEISMIC implementation and ongoing marketing material production support
70+ SEISMIC experts to support clients marketing operations
Expertise in User interface setup, LiveDocs, LiveDocs express, LiveSend setup, LiveInsights and Freestyle setup

Client Reporting
End to end production and distribution support for standard as well as custom client reports
Ability to handle client queries
Ability to leverage reporting tools, applications subscribed by the client and/or build custom solutions to bring efficiencies in client report production process
Client onboarding support

Investment Commentary and Thought Leadership Support
Investment writing and marketing communications support
Coverage across asset classes and investment stragetices and products
Templates creation for various investor communication collateral

Financial Marketing Services support we offer

RFP/DDQ Support: Respond to new business and client retention questionnaires across regions and asset classes
Content management: Content restructure, design, systematic ongoing maintenance
Content optimization: Create automated templates, auto prompts and auto populating merge codes to ensure optimal use of RFP platforms
Online platform support: extensive experience across leading online due diligence platforms (Door, DiligenceVault, AssetQ, Dasseti etc.)
Design and analytics dashboard: Formatting and design support, bios, RFP analytics and dashboards

Consultant Database (CDB) Support
End-to-end managed services solution to manage efficient CDB updates including quanitiative and qualitative data
30-40% cost savings, 20-30 faster time to market and high quality data dismination to investment consultanats
Combine smart technologies (BEAT Edge) and CDB specialists to save precious time spent at the client’s end towards CDB updates
List funds in public platforms and fill in platform templates with our fund publication services support

Marketing Materials and Factsheets
Production and distribution support across marketing materials like product and fund factsheets , presentations, pitchbooks, brochures, flyers, laminates, newsletters and fund lists etc
Client Portfolio Management (CPM) and product specialist support

Seismic Support
Awarded as official implemetaion partner by SEISMIC. Only financial services company to achieve this feat
Deep experience supporting SEISMIC implementation and ongoing marketing material production support
70+ SEISMIC experts to support clients marketing operations
Expertise in User interface setup, LiveDocs, LiveDocs express, LiveSend setup, LiveInsights and Freestyle setup

Client Reporting
End to end production and distribution support for standard as well as custom client reports
Ability to handle client queries
Ability to leverage reporting tools, applications subscribed by the client and/or build custom solutions to bring efficiencies in client report production process
Client onboarding support