Centralised marketing and digital marketing team for a boutique wealth manager

  • 43% increase in organic growth

  • 44% increase in quality of leads

  • 50% increase in company page engagement

  • 8% increase in investment upgrades


Client challenge
  • Lack of experience and knowledge of SEO, website management and marketing collateral best practices
  • Unclear on how to approach email campaigns
  • Lack of expertise in data analysis and designing email templates for campaigns
  • Insufficient bandwidth to create more targeted, engaging content
Our approach
  • Enhanced digital marketing
    • Provided email marketing ideas to generate workable workflows and strategies
    • Deployed technical experts and designers to edit the landing page as appropriate and develop a new knowledge centre
    • Content management team incorporated best practices and QA processes
    • Experienced email marketing team broke down campaign into manageable phases
  • Deployed a dynamic marketing team
    • Created, revamped and maintained marketing collateral such as brochures and pitch books for marketing campaigns
    • Assisted with compiling content for the website’s knowledge section
    • Compiled written content such as blogs, thought leadership pieces and white papers
    • Assisted with compiling quarterly fund and market commentaries
Impact delivered
  • Revamped factsheet design and reduced turnaround time from BD10 to BD4
  • 8% increase in investment upgrades
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What we have done

Loan Servicing support to a French HQ Bank (US book)
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

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increase in organic growth

44%

increase in quality of leads

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43%

increase in organic growth

44%

increase in quality of leads

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44%

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44%

increase in quality of leads

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44%

increase in quality of leads

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43%

increase in organic growth

44%

increase in quality of leads

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43%

increase in organic growth

44%

increase in quality of leads

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43%

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44%

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What we are proud of

43%

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44%

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44%

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43%

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44%

increase in quality of leads

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43%

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44%

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43%

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44%

increase in quality of leads

Competitive landscaping and strategic research
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43%

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44%

increase in quality of leads

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What we are proud of

43%

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44%

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43%

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44%

increase in quality of leads

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43%

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44%

increase in quality of leads

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43%

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44%

increase in quality of leads

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43%

increase in organic growth

44%

increase in quality of leads

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43%

increase in organic growth

44%

increase in quality of leads

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43%

increase in organic growth

44%

increase in quality of leads

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43%

increase in organic growth

44%

increase in quality of leads

Centre of excellence in financial spreading for a top US regional bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Seismic support to a Greenwich-based asset management firm
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43%

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44%

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LCs examined Trade finance support to a US-based Bank
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43%

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44%

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Financial spreading and covenant monitoring solutions for a mid-size US bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Spreading CoE for a top US regional bank
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43%

increase in organic growth

44%

increase in quality of leads

Modelling and screening support to a Swiss asset manager
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43%

increase in organic growth

44%

increase in quality of leads

Financial modelling support to a global hedge fund
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Investment feasibility support to a US-based investment management client
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Loan underwriting and financial modelling support for a global investment management firm
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43%

increase in organic growth

44%

increase in quality of leads

Investment pricing, reconciliation and risk support to a US-based private equity firm
What we are proud of

43%

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44%

increase in quality of leads

Corporate actions, CLOs and trade operations support to a US-based public fixed income asset manager
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43%

increase in organic growth

44%

increase in quality of leads

Shadow accounting (direct lending, CLOs, hedge funds, liquidity) support to a Europe-based credit and private debt manager
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Pricing and loan valuation support to a leading US-based investment management firm
What we are proud of

43%

increase in organic growth

44%

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Trade confirmation and reconciliation support to a leading US-based hedge fund
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43%

increase in organic growth

44%

increase in quality of leads

Fund accounting support to a US-based exchange-traded product (ETP) provider
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43%

increase in organic growth

44%

increase in quality of leads

Research support on non-core cross-asset research coverage list for a European PWM
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Cross-asset research solution for a European PWM
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Centralised marketing and digital marketing team for a boutique wealth manager
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Support to a global asset manager with USD1tn in AUM across fund strategies
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Strategic data production partner to a top 3 hedge fund
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Credit research support to a discretionary investment manager with USD28bn in AuM
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

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43%

increase in organic growth

44%

increase in quality of leads

Equity research support to a top 5 global equity hedge fund
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43%

increase in organic growth

44%

increase in quality of leads

API-based access to analyst credit research model data for advanced analytics and visualisation for top-tier European asset manager
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43%

increase in organic growth

44%

increase in quality of leads

Risk data, application management and reporting for a consortium of 20 development banks
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43%

increase in organic growth

44%

increase in quality of leads

CRO risk data, CECL, analytics and reporting for a US-based bank
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43%

increase in organic growth

44%

increase in quality of leads

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43%

increase in organic growth

44%

increase in quality of leads

FX fair value model using BEER approach
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43%

increase in organic growth

44%

increase in quality of leads

Advertising material review support to a British global asset management group
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43%

increase in organic growth

44%

increase in quality of leads

Consultant database solutions for a Top 30 US-based asset manager
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43%

increase in organic growth

44%

increase in quality of leads

Consultant database solutions for a trillion dollar asset manager
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Reporting solutions for an USD800bn asset manager
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

RFP solutions for a European asset manager
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Consultant database solutions for a US specialist asset manager
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

DDQ support for a USD700bn asset manager
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Presentation and pitchbook support for a Greenwich-based asset manager
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

CRE servicing and underwriting support for a US-based broker/mortgage advisor
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Forensic Compliance Support
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Best Execution Forensic review for an EMEA Asset Manager
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

DCM, loan syndication and leveraged finance support to a UK-based bulge-bracket investment bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Debt capital markets (DCM) support to a Europe-based mid-size investment bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Debt capital markets (DCM) support to a US-based commercial bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

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What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Capital markets support to a Middle East-based bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Credit markets support to a UK-headquartered global bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Debt Capital Markets (DCM) support to a UK-based European bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Industry and competition research for a Fortune 20 technology firm
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Corporate development support for the autonomous mobility unit of a Fortune 10 tech conglomerate
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Industry and competition research for a digital gaming startup
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Competitor benchmarking and performance gap analysis for a leading European medical device player
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Opportunity assessment and market attractiveness for one of the top 10 pharmaceutical major
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Assessing viability of entering the NSCLC market
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Supplier assessment and industry benchmarking for a global top 10 pharmaceutical company
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

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What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

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What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

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What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Patient treatment pathway analysis for venom allergies
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

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What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Data operations and portfolio management support to global fund of funds client
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Corporate strategy and M&A support on downstream oil & gas transactions
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Market entry strategy for a leading global NBFC entering the Indian market
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Market entry assessment for a leading remittance and payments services provider
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Engagement with a global telecom giant to shortlist potential targets for partnership
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Supported a leading telematics player with its corporate development initiatives in the US and Europe
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

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What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Retail lending support to a large US-based commercial bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

ESG support for capital market division of a London based global investment bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Data transformation support for a leading fund of funds client
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Marketing literature review support for a hedge fund with offices in the US and the UK
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Performance improvement for a global NBFC in India
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Revenue enhancement for one of the world’s largest risk databases
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Market entry strategy for a prominent Middle-Eastern money transfer and payments provider
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Industry and competition research for a Fortune-200 payments behemoth
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Strategy research and customer sentiment analysis for a Fortune-500 fintech solutions provider
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Upstream Oil and Gas Target Analysis and M&A Support
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Payments research for a boutique consulting firm
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Industry and competition research for a top-tier consulting firm
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Collateral and limit management: Exposure monitoring for US commercial bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Augmenting support across the treasury lifecycle for US regional bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

End-to-end CRE services for a US-based commercial bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

CRM Data Migration And Ongoing Maintenance Support to a European Investment Bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Corporate finance and capital markets support to a UAE-based bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Portfolio monitoring and underwriting support for a US-based commercial bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Transformation partner of a top 10 Europe-based commercial bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Financial spreading support to a top Canadian bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

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What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

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What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Valuations and Complex Modelling Support for Investment Banking Division of GCC-based Bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Receivables Monetisation Funding Solution for Real Estate-focused Sponsor (Lender)
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Distressed Acquisition Support for APAC-based Investment Bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

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What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

FolioSure support to a US-based VC firm
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

FolioSure support to a leading UK-based PE firm
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Data transformation support for a leading fund of funds client
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Multi-functional Compliance Support for US-based Global Asset Manager
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Cross-functional analytics center of excellence for a US-based bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Building a MRM team for the investment management arm of a US Investment Bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

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What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Leveraged Loan monitoring for a top five bulge-bracket firm
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Rebranding a global asset manager
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

End-to-end support on M&A and financial restructuring transactions for a boutique advisory firm
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Investment banking analytics, library services and presentation support for an Independent restructuring and advisory firm
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Research Publishing solutions for an EMEA-based global bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Research Publishing support for a bank’s Asia-Pacific equity research team
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Research Publishing with supervisory analyst support for an EMEA-based bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Pitchbook standardisation for a US investment bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Support for a Europe-based mid-size investment bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

ECM support for a UK-based bulge-bracket investment bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Rating advisory for China-based, Greater-China-focused commercial bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Sector dedicated and integrated IB + BIS support to a North American Global Investment Bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Corporate finance and capital markets support to a UAE-based bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Investment banking research and analytics support to a UAE-based commercial bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Cross-functional support to one of the top banks in Oman
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

US-based private, independent boutique advisory firm
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Rating advisory for Singapore-based, Asia-focused commercial bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Loan syndication support for a global investment bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Sustainable finance support for a global investment bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Strategic research for a global commercial bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Centralised risk data warehouse including APIs for a bulge bracket investment bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Enterprise Application Development And Data Management Streamlining For a US Pension Advisory Firm
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Study of small business owners, conducted for a leading financial institution
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Market size, share and industry analysis for a leading consulting firm
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Imparting understanding of luxury goods usage
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

ESG Research
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

ESG & Climate Change Research
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

ESG and Sustainable Development Goals Research
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

eNPS for a Global Hospitality Firm
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Restructuring client reporting process for a top-15 private asset manager
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Setting up a client services team for a global asset manager
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Emerging Regulatory Risk Adherence for a Global Financial Services Firm
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Roadmap for Products and Services in Smart Utility Segments
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Corporate Finance Support for Potential Divestitures and Investments in Oil and Gas Assets
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Market Assessment – Electric vehicle market
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Upstream O&G Target Analysis and M&A Support
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Market and Competitive Intelligence for an Energy focused PE Firm
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

M&A Support for an Upstream Oil and Gas Deal
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Fuel Retail Market Study for Target Geographies
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Financial Health Analysis of a Target Oil & Gas Company
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Target Evaluation through Financial Performance Analysis
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Market Assessment of Facility Management Services for an European Utility
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Portfolio Monitoring for a US-based Global PE Firm
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Research support for a real estate-focused private equity fund
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Post-Trade Monitoring Support – Large Global Asset Manager
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Clearing Alert Backlogs – A Global Mining Firm
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Research Publishing Solutions for a South Africa-Based Investment Bank
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Data Processing Support for a Telecom Firm’s Global Expansion
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads