Overview
With over a decade of experience, Financial Marketing Services (FMS) caters to streamline sales support, marketing and reporting operations for leading financial institutions which includes over 90 global asset and wealth managers, ETF houses, commercial banks and PE firms. We offer a wide range of solutions that span across Business Development, Client Servicing and Digital Marketing to enable business do better, minimize costs, refine operational capabilities while leveraging technology and industry best practices.
Financial Marketing Services support we offer
-
RFP/DDQ Support: Respond to new business and client retention questionnaires across regions and asset classes
- Content management: Content restructure, design, systematic ongoing maintenance
- Content optimization: Create automated templates, auto prompts and auto populating merge codes to ensure optimal use of RFP platforms
- Online platform support: extensive experience across leading online due diligence platforms (Door, DiligenceVault, AssetQ, Dasseti etc.)
- Design and analytics dashboard: Formatting and design support, bios, RFP analytics and dashboards
-
Consultant Database (CDB) Support
- End-to-end managed services solution to manage efficient CDB updates including quanitiative and qualitative data
- 30-40% cost savings, 20-30 faster time to market and high quality data dismination to investment consultanats
- Combine smart technologies (BEAT Edge) and CDB specialists to save precious time spent at the client’s end towards CDB updates
- List funds in public platforms and fill in platform templates with our fund publication services support
-
Seismic Support
- Awarded as official implemetaion partner by SEISMIC. Only financial services company to achieve this feat
- Deep experience supporting SEISMIC implementation and ongoing marketing material production support
- 70+ SEISMIC experts to support clients marketing operations
- Expertise in User interface setup, LiveDocs, LiveDocs express, LiveSend setup, LiveInsights and Freestyle setup
-
Client Reporting
- End to end production and distribution support for standard as well as custom client reports
- Ability to handle client queries
- Ability to leverage reporting tools, applications subscribed by the client and/or build custom solutions to bring efficiencies in client report production process
- Client onboarding support
-
Web Content Management: Content maintenance and publishing, Web page and asset creation, Content audits, Platform migration
-
Marketing Automation: Email design and distribution, Contact list management, Lead nurturing, Reporting and analysis
-
Creative Services: Creative design and copywriting, Marketing collateral and advertising production, Video and animation production, Formatting support
-
Advertising, Analytics and SEO: Web advertising, Website analysis, Web optimization, Custom dashboard creation and reporting
-
Social Media Support: Analysis and setup, Social media campaign management, Analytics and listening
Financial Marketing Services support we offer
-
RFP/DDQ Support: Respond to new business and client retention questionnaires across regions and asset classes
- Content management: Content restructure, design, systematic ongoing maintenance
- Content optimization: Create automated templates, auto prompts and auto populating merge codes to ensure optimal use of RFP platforms
- Online platform support: extensive experience across leading online due diligence platforms (Door, DiligenceVault, AssetQ, Dasseti etc.)
- Design and analytics dashboard: Formatting and design support, bios, RFP analytics and dashboards
-
Consultant Database (CDB) Support
- End-to-end managed services solution to manage efficient CDB updates including quanitiative and qualitative data
- 30-40% cost savings, 20-30 faster time to market and high quality data dismination to investment consultanats
- Combine smart technologies (BEAT Edge) and CDB specialists to save precious time spent at the client’s end towards CDB updates
- List funds in public platforms and fill in platform templates with our fund publication services support
-
Seismic Support
- Awarded as official implemetaion partner by SEISMIC. Only financial services company to achieve this feat
- Deep experience supporting SEISMIC implementation and ongoing marketing material production support
- 70+ SEISMIC experts to support clients marketing operations
- Expertise in User interface setup, LiveDocs, LiveDocs express, LiveSend setup, LiveInsights and Freestyle setup
-
Client Reporting
- End to end production and distribution support for standard as well as custom client reports
- Ability to handle client queries
- Ability to leverage reporting tools, applications subscribed by the client and/or build custom solutions to bring efficiencies in client report production process
- Client onboarding support
-
Web Content Management: Content maintenance and publishing, Web page and asset creation, Content audits, Platform migration
-
Marketing Automation: Email design and distribution, Contact list management, Lead nurturing, Reporting and analysis
-
Creative Services: Creative design and copywriting, Marketing collateral and advertising production, Video and animation production, Formatting support
-
Advertising, Analytics and SEO: Web advertising, Website analysis, Web optimization, Custom dashboard creation and reporting
-
Social Media Support: Analysis and setup, Social media campaign management, Analytics and listening
How we are different
Customized Technology Solutions
Deploy customized automated solutions based on individual client needs vs. off-the-shelf tools
Flexible Solutions
Range of engagement models to manage skewed work volumes
Skilled Investment Professionals
Capital markets DNA with strong knowledge of the investment process
Transparency
Transparent delivery model with regular workflow trackers and MIS dashboards
Quality On-Time Delivery
High-quality collateral and T+2 delivery with proprietary Acuity Tools
What we have done
RFP solutions for a European asset manager
What we are proud of
ca.€700bn
Europe-based asset manager
96%
“completely accurate” first-draft RFPs
DDQ support for a USD700bn asset manager
What we are proud of
$700bn
US-based global asset manager supporting retail clients
2500+
DDQs completed annually
Presentation and pitchbook support for a Greenwich-based asset manager
What we are proud of
ca.90+%
avg. utilisation
100+
projects successfully delivered
Financial Marketing Services for a Europe-based Asset Manager
What we are proud of
$2.4m
annualized cost savings
>30,000
reports generated per annum
Our Perspective on Financial Marketing Services
Load More
Thank you for sharing your details
Share this on
