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.


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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