Our approach
With over a decade of experience, our Fund Marketing Services (FMS) vertical caters to over 60 asset and wealth managers globally, helping them streamline their marketing and reporting operations. We offer a wide range of solutions across presales, reporting, client servicing, and digital marketing to enable businesses minimise costs (30-40% cost arbitrage), refine operational capabilities, and leverage technological game changers.
Who we serve
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Private wealth managers -
Private banks -
Wealth advisors -
Global wealth managers
Support We Offer
Presales
Fund factsheets, presentations, flyers, brochures
Fund/collective investment research
Seismic and other sales-enablement platform maintenance
DTP, infographics, and design support
Promotional material and creative collateral
Competitor analysis
RFP/RFI/DDQ support
Client servicing and thought leadership
Portfolio/fund performance reports
Investment commentary
Client reports
Market and economic commentaries
Daily bulletins/newsletters
Thought-leadership support
Invoice monitoring support
MIS, dashboard, CRM tools maintenance
Digital marketing
Email marketing
Web content management
Web analytics and search engine optimisation
Social media marketing
Lead scoring and modelling
Video production and animation
Web audit and design
How we are different
Managed services
Skilled resources
Aesthetics
Flexibility
Bespoke technology
Our Perspectiveon Marketing and Digital Solutions for Wealth Managers
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