Pre-Sales and Marketing Support for Global Banks

Over a decade-long experience providing end-to-end marketing, proposal and digital services to global financial institutions

CONNECT WITH AN EXPERT

Acuity Knowledge Partners provides pre-sales (RFP/DDQ, content management), marketing, reporting, research, thought leadership and digital marketing solutions to major and minor global banks. Our solutions enable banks to focus on strategic initiatives, while lowering their operational costs and increasing flexibility. Through our time-tested mix of skilled and financially adept personnel, industry best practices and technology, we offer unique and bespoke solutions, prompting many top-notch global banks to ally with us.

BENEFITS

One-stop shop for pre-sales and marketing solutions

Experience supporting 50+ global financial institutions for over a decade

Staff strength of over 240 full-time employees (FTEs), supporting clients globally

Total cumulative savings of over USD12m delivered to clients each year through staff augmentation, process efficiency and technology implementation

Suite of flexible staffing solutions, tailored to clients’ business needs

Solutions

RFP Support

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RFP Support

  • We support proposal writing teams at various global banks in requests for proposals (RFPs), requests for information (RFIs), Association of Financial Professionals® (AFP) questionnaires and due diligence questionnaires (DDQs)

  • Cover the entire gamut of treasury, global trade and transaction services products including cash and liquidity management, commercial cards and trade finance

  • Prepare visually enhanced proposals and design attractive templates per branding guidelines

  • Restructure content, as well as periodically review and manage proposal software tools such as Qvidian, Loopio, RocketDocs and RFPIO

Digital Marketing

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Digital Marketing

  • Support across web content upload, web content management, publications and audit

  • E-mail marketing and campaign support

  • Social media marketing for improved visibility

  • Search engine optimisation

  • Google and web analytics, sales and campaign analytics

  • Salesforce and CRM tool migration and maintenance

Marketing Collaterals

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Marketing Collaterals

  • Assistance with preparation of various types of marketing collaterals such as product presentations, pitchbooks, flyers, brochures and laminates

  • Creation and maintenance of marketing templates and other commonly used materials

  • Maintenance of seismic and other sales enablement platforms

  • Infographics and design support

  • Preparation of newsletters and bulletins, as well as content writing

  • Preparation of MIS reports and dashboards
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