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Financial Marketing Services

Financial Marketing Services

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

Financial Marketing Services support we offer

How we are different

Customized Technology Solutions
Customized Technology Solutions
Deploy customized automated solutions based on individual client needs vs. off-the-shelf tools
Flexible Solutions
Flexible Solutions
Range of engagement models to manage skewed work volumes
Skilled Investment Professionals
Skilled Investment Professionals
Capital markets DNA with strong knowledge of the investment process
Transparency
Transparency
Transparent delivery model with regular workflow trackers and MIS dashboards
Quality On-Time Delivery
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

Support for Consulting and Corporate Firms
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

Meet our experts

Sailaja Devireddy

Senior Director, Financial Marketing Services

Sailaja Devireddy has 16 years of work experience and heads the Financial Marketing Services (FMS) division at Acuity Knowledge Partners. She specializes in the capital markets domain, including equity markets, fund solutions, and fund marketing support for asset managers and ETFs. She has vast experience in transitioning and leading global teams. She is actively involved in account management, client engagement and project management of large teams that provide end-to-end support to global asset managers on a variety of FMS activities. She is a qualified Chartered Accountant and Company Secretary

Sailaja Devireddy
Pedro Armstrong

Managing Director, Americas Sales

Pedro Armstrong is a Managing Director at Acuity Knowledge Partners and leads business development efforts in the Americas for the Corporate and Commercial Banking, Buy-side, and Sell-side segments. He is responsible for managing key client engagements and works in partnership with capital market firms to provide customized solutions across research and analytics support, origination and lending support, and marketing and compliance support. He has been with the organization for 12 years, serving in various roles across Sri Lanka, Costa Rica, and now the US. Prior to joining Acuity Knowledge Partners, he was a Central Bank Regulator at the Central Bank of Barbados. Pedro, who is a British Chevening Scholar, holds a Master’s degree (honors) in Banking and International Finance from Cass Business School, City University, London.

Pedro Armstrong
Balaji Ramakrishnan

Senior Director, EMEA Sales Head - Banking and Asset Management

Balaji Ramakrishnan leads Europe and Middle East business development for Acuity. Having spent his formative years in core banking technology operations, he brings a deep understanding of credit processes and the ability to make analytics-driven decisions. He works closely with senior client stakeholders as a trusted partner, shaping the business case for scaled efficiencies through centralisation, standardisation and intelligent automation within Commercial Lending and Asset Management verticals.

Balaji has established long-term partnerships with banks, asset managers and insurance firms across a number of front and middle office transformation initiatives over the past 20 years. Prior to Acuity, he worked at Accenture and Oracle, serving European financial services clients. He holds an MBA from the London Business School.

Balaji Ramakrishnan
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