Fund & Digital Marketing Solutions
Create and Distribute Marketing Materials Effortlessly
Evalueserve understands your challenges – data streamlining, data integration, data normalization, collateral design, collateral compliance approvals and collateral distribution on multiple platforms. To provide a complete solution, we implement a process that addresses your unique challenges and help deliver better business outcomes.
Overview
End-to-end Support on All Fund Marketing Matters
The fund marketing landscape has become more challenging in the last few years.
- From active and passively managed funds to reaching the targeted audience
- From making your fund factsheets and marketing collateral more readable for clients to distributing these to your advisors and clients
Our teams are empowered by cutting-edge technology-enabled solutions that equips them to support you across the fund marketing spectrum including digital marketing.
Our Advantage
Tangible business benefits through business transformation
30% more efficient through re-engineering the process
25% more productive through micro-automations
Wide Range of Fund and Digital Marketing Capabilities to Support your Requirements
Presales Support
- Sales/Consultant database service
- Seismic support
- Fund factsheet
- RFP/RFI/DDQ and content management
Client Servicing
- Fund marketing content management
- Daily bulletins/newsletters
- Client/investor reports
- Marketing presentations
Digital Marketing
- Web content management
- Website audit
- Data QA
- SEO audit
Our Key Differentiators
Driven by our team of topic and industry experts, empowered by cutting-edge solutions, backed by streamlined process, we enable you with credible fund and digital marketing solutions.
Broaden your marketing outreach
Transform your fund marketing strategy using a fusion of powerful content collaterals and robust digital marketing solutions.
Reduced time-to-market
Improve your time to market fund collateral through process re-engineering and unified digital marketing.
Lead with technology-enabled solutions
Ability to deliver tangible benefits by leveraging a suite of automation solutions that are complemented by our equally qualified specialists.
Leverage knowledge of domain experts
Our qualified specialists have in-depth knowledge of business drivers and can deliver consistent and high-quality solutions across the spectrum.
Integrated Multi-Functional Fund and Digital Marketing Capabilities
Presales Support
We strengthen your presales function by offering a robust portfolio of solutions from consultant database updates to fund factsheets creation, and proposals/content management.
Client Servicing/Post-sales Support
We support in maintaining and creating marketing collaterals, end-to end automated solutions for client presentations, newsletters creation, etc.
Digital Marketing Solutions
We help you stay ahead in the marketplace. Provide digital marketing support including, intuitive content creation, website management, rich graphics, data QA and visualization, and more.
Evalueserve Team’s Technical Skillset
- HTML
- JavaScript
- CSS
- XML
- Bootstrap
- CMC
- AEM
Strategic and Growing Portfolio of Clients
Among Top 15 Global Asset Management Firms
Business Model - Retail & Institutional Investment
3+ years Relationship
- Product and digital marketing support (content design development & distribution)
- Advanced analytics & performance measurement
- Marketing automation support
Among Top 10 Wealth Management Firms
Business Model - Wealth & Investment Management
10+ years Relationship
- Business / product analytics
- Marketing analytics & insights, including campaigns
- Investment risk and fiduciary data management & analysis
- Risk & compliance analytics
Leading Global Asset Management Firm
Business Model - Retail & Institutional Investment
8+ years Relationship
- Market intelligence and competitive intelligence support
- On-demand research (product, regulatory & tech)
- Knowledge & automation solutions
Our Capabilities
Trusted Partner to Global Asset and Wealth Management Firms
Dedicated team of experts
- 250+ analysts working for asset and wealth managers.
- Supported by 100+ technology and automation experts.
- Backed by 100+ data analysts and data scientists.
Diverse Capabilities
- Market & Competitive Intelligence
- Sustainability Solutions
- Financial Planning Support
- Design Solutions
- Fund Marketing Services
Proven track record
- 10+ clients added over the last two years.
- Working with 3 of the Top 10 global asset managers.
- Working with 3 of the Top 10 Sovereign Wealth Funds (combined AUM> US$500bn).
Reference Case
Delivering and Maintaining Marketing Collateral for a Global Asset Manager
The client was struggling to deliver 250+ marketing documents to the sales team in a timely and organized manner every quarter due to several reasons. Evalueserve conducted a diagnostics workshop to document the process and identify process improvement and automation opportunities. Dedicated took complete ownership to maintain marketing material (source data, update collateral, coordinate compliance process, design, distribute).
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