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FMS Newsletter
     
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2024 saw financial institutions and markets adapt to a challenging environment, marked by accelerating inflation and geopolitical tensions.

Despite the challenges, the FMS business unit saw growth in all support areas including digital marketing, RFPs, client services and other marketing areas. We also undertook various technology initiatives, launching Beat RFP Pulse and Beat EDGE 2.0 in the year.

As far as relevant content is concerned, this edition of #Trending has seen the team of experts provide their insights across areas relating to SEO compatibility in digital marketing, the ever-changing sales enablement landscape with Seismic and client onboarding capabilities.

We hope you enjoy this edition, and we wish you and your families a very happy, safe and prosperous 2025.

Sailaja Devireddy, Head of Financial Marketing Services

 
     

Streamlining Client Onboarding: Effective Solutions for Asset Managers

Streamlining Client Onboarding
Enhance efficiency, simplify documentation and accelerate the onboarding process by up to 30% with our personalised solutions, which ensure robust risk assessment, efficient data processing and improved client engagement.
     
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RFP/DDQ survey

Streamlining Client Onboarding
Acuity Knowledge Partners is seeking insights from industry leaders like you to redefine RFP and DDQ processes for 2025. This 10-minute survey will not only drive innovation but also give you early access to exclusive findings that can set you ahead of the curve. Fill the survey here.
     
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How investment management companies are using Adobe Experience Platform (AEP) for effective web analytics and insights Sales enablement and beyond with Seismic – Unlocking synergies with marketing technology

Blog Blog
AEP helps asset management companies by providing real-time customer insights, integrated data management and personalised marketing strategies.

Seismic enhances sales enablement by centralising content, automating processes and improving collaboration.

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Beyond web content: enhance your content’s SEO compatibility with Siteimprove The mystery of black swans and how to prepare for the unthinkable
Blog Blog
It highlights the importance of SEO in digital marketing and how Siteimprove can help optimise content for better search engine rankings.

This article covers various approaches to financial preparedness, such as risk management, diversification and contingency planning.

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  ABOUT ACUITY KNOWLEDGE PARTNERS

Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, data management, analytics, talent, and technology solutions to the financial services industry, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry experts, combined with proprietary technology, supports more than 650 financial institutions and consulting companies to operate more efficiently and unlock their human capital and transforming operations. Acuity is headquartered in London and operates from 16 locations worldwide..
Acuity was established as a separate business from Moody’s Corporation in 2019, following its acquisition by Equistone Partners Europe (Equistone). In January 2023, funds advised by global private equity firm Permira acquired a majority stake in the business from Equistone, which remains invested as a minority shareholder.
For more information, please visit https://www.acuitykp.com/about-us/

 
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