Fund Marketing Services for a Europe-based Asset Manager

  • $2.4m

    annualized cost savings

  • 30%

    decrease in turnaround time

  • >30,000

    reports generated per annum

  • 100+

    automation tools developed


CLIENT CHALLENGES
  • A global asset management firm required support in generating various reports, such as factsheets, presentations, brochures, client reports, and other Excel-based reports. It expected large volumes and wanted to ensure a quick turnaround with consistent quality.
  • However, the client was facing the following challenges:
    • Lack of bandwidth to handle quarterly volume peaks and increased demand from sales for new sales collateral
    • Lack of sophisticated database, issues with data quality, and coordination with multiple teams, which delayed time to market of reports
  • The client required a partner with proven expertise in fund marketing support, coupled with technology expertise, who could help deliver a profitable strategy
OUR APPROACH
  • Assisted the client in designing a centralized database to plug data from various sources, including financial data providers
  • Acted as a central team and coordinated with various teams to source data
  • Automated data collation, validation, and reporting for a standard set of reports to improve report quality
  • Used Acuity Knowledge Partners Report Generator, a proprietary tool, to automate report generation
  • Streamlined processes and eliminated unwanted/manual subprocesses to reduce turnaround time
IMPACT DELIVERED
  • Deployed a multidisciplinary team with domain experts from fund marketing, data analytics, technology, and DTP
  • Implemented an efficient project management
  • Leveraged our experience in working on similar processes with other global asset managers and implemented best practices
  • Implemented strong governance framework to provide strategic guidance to the engagement
Thank you for sharing your details

Your file will start downloading automatically

If it does not download within 1 minute,

Share this on

What we have done

Consultant database solutions for a Top 30 US-based asset manager
What we are proud of

Lead generation

Customer screening

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

Lead generation

Customer screening

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

Lead generation

Customer screening

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

Lead generation

Customer screening

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

Lead generation

Customer screening

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

Lead generation

Customer screening

Rebranding a global asset manager
What we are proud of

Lead generation

Customer screening

Centralization and Automation of Updates
What we are proud of

Lead generation

Customer screening

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

Lead generation

Customer screening

Web Content Management for a US-based Asset Manager
What we are proud of

Lead generation

Customer screening

CDB Updates for a Top 15 Global Asset Manager
What we are proud of

Lead generation

Customer screening