Wealth Management solution

Marketing and Digital Solutions for Wealth Managers

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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

  1. < 1 Presales >
  2. < 2 Client servicing and thought leadership >
  3. < 3 Digital marketing >

  • 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

  • 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

  • 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

Support We Offer

  1. < 1 Presales >
  2. < 2 Client servicing and thought leadership >
  3. < 3 Digital marketing >

  • 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

  • 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

  • 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

What we have done

See All Case Studies

In the News

Fintech
The mortgage industry is undergoing a major transformation driven by new-age technology solutions
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“A New Era Of Riches”
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Our Perspective on Marketing and Digital Solutions for Wealth Managers

Global ETF Insights 2021
Insights
Active ETF Bond ETF

Global ETF Insights 2021
Content marketing trends for asset managers: Powering transformation for your organisation to thrive in 2021
Insights
Asset Management

Content marketing trends for asset managers: Powering transformation for your organisation to thrive in 2021
Wealth Management Industry Trends – Deconstructing the New-Gen Mindset
Insights
Industry Trends

Wealth Management Industry Trends – Deconstructing the New-Gen Mindset
Blog

Wealth management – overview, advisor’s role, disruptions and industry response – Part II
Load More

Meet our experts

Sailaja Devireddy
Sailaja Devireddy

Senior Director, Financial Marketing Services
Narendra Babu
Narendra Babu

Senior Director, Fund Marketing Services
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