Presentation and pitchbook support for a Greenwich-based asset manager

  • 8+

    years avg. experienced team members

  • ca.90+%

    avg. utilisation

  • 100+

    projects successfully delivered

  • 150+

    templates created to reduce manual intervention and accuracy


CLIENT CHALLENGES
  • Lack of benchmarking and best practices to keep up with industry trends
  • Various stakeholders involved
  • Variety of factsheet formats and distribution channels
  • Quality issues with third-party factsheets
OUR APPROACH
  • Average experience of 8+ years in the team
  • Automation/processes: 15+ successfully completed
  • Users: 100+ supported across the client
  • Avg. utilisation: ca.90+% since the last 12 months
  • Projects: 100+ successfully delivered so far
  • Templates creation: 150+ to reduce manual intervention and accuracy
IMPACT DELIVERED
  • Worked on more than 840 presentations
  • Assisted in creating 100+ internal BD reports
  • Helped with 60+ Seismic uploads
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What we have done

Fund Marketing Services for a Europe-based Asset Manager
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach