Presales and Marketing Support solution

Presales and Marketing Support for Commercial Banks

Our approach

Our suite of solutions is designed to make a material difference to a bank’s ability to remain ahead of the curve in a very competitive landscape. Through strategic partnerships, we help commercial banks generate operational efficiencies, focus on revenue growth and manage risk effectively.

With more than a decade of experience in front-office and operations support, we partner with banks to offer support in proposal management and traditional and digital marketing tasks to enhance their presales and marketing functions.

The following are some of the product lines we provide support for:

Support We Offer

RFP support

  • We support commercial banks‘ proposal management teams in compiling responses to requests for proposals (RFPs), requests for information (RFIs), and Association of Financial Professionals® (AFP) questionnaires

  • We cover the entire suite of treasury services products, including cash and liquidity management, commercial cards and trade finance

  • We prepare visually enhanced proposals and design attractive templates in line with branding guidelines

  • We conduct periodic reviews and maintain proposal software tools such as Qvidian, Loopio, RocketDocs and RFPIO

  • We create and maintain marketing templates and other commonly used material

Digital marketing

  • Web content uploading, web content management, publications, and audits

  • Email marketing and campaigns

  • Social media marketing for an improved presence

  • Search-engine optimisation

  • Google and web analytics, sales and campaign analytics

  • Platform migration and maintenance

Marketing collateral

  • Preparing marketing collateral such as product presentations, pitch books, flyers, brochures and laminates

  • Maintaining sales-enablement platforms such as Seismic

  • Infographics and design (DTP)

  • Newsletters, bulletin, and content writing

  • MIS reports and dashboards

How we are different

Over a decade’s experience in working with the marketing, sales, digital, business development, and reporting teams of financial services organisations across the globe

Hands-on experience in providing compelling banking proposals across multiple segments such as payables, receivables, and card and merchant services

Expertise in all facets of marketing material support and digital marketing

Proven record in implementing industry best practices across proposal, marketing, digital and sales-enablement platforms to ensure improved return on technology spending

Seamless transition and implementation with clearly outlined service-level agreements

Tailored data and technology solutions for Banks

Explore the art of possible across processes and functions in the lending value chain. We help you integrate legacy systems and new-age platforms to build a single source of truth.

What we have done

Support for Consulting and Corporate Firms
Building an Integrated Global RFP Support Team for a Europe-based Asset Manager
What we are proud of

40%

RFP win rate

~96%

response acceptance rate

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