Marketing support for creation of Newsletters & deal readers for a US-based middle market investment bank

  • 4.9 out of 5.0

    average feedback score

  • 300+

    projects delivered

  • 30-35%

    improved front office effectiveness

  • 25+

    industry vertical teams supported


CLIENT CHALLENGES

  • The client is a leading US-based middle market investment bank that has partnered with Acuity since 2020
  • The primary objective was to set up a team who could support the marketing and banking team in the creation of publishing-focused marketing materials
  • Lack of bandwidth to handle monthly/quarterly volume peaks and increased demand from sales for new and updated materials
  • The capacity of onshore analysts was predominantly engaged in live deal execution, resulting in a growing backlog of marketing-related tasks
  • High cost associated with junior in-house analysts and lack of quick access to the talent pool
  • Tight deadlines

OUR APPROACH

  • Set up an offshore team with strong experience in investment banking and marketing / publishing support and a skill set to match specific client requirements
  • Robust quality checks / SOPs / standard methodologies to ensure the highest level of output quality
  • Adherence to strict confidentiality agreements and compliance procedures to ensure high data security
  • Provided extended hours coverage from India with sufficient overlap between onshore – offshore.
  • Timely delivered high-quality marketing materials which required little to no updates from the client
  • Became the de-facto marketing support center for the client

IMPACT DELIVERED

  • Ensured quick deployment of investible resources within a short timeframe
  • Pure extension of onshore teams supporting marketing heads and bankers
  • Quicker turnaround on requests and saved time and cost effort for the client
  • Increased productivity with overnight support
  • Taking ownership of critical newsletter & deal reader content creation (M&A update, market size, key trends growth drivers, industry news & developments, among others) so that onshore bankers can be free from repetitive tasks.
  • Saved training costs at the client’s end
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