Maintaining Marketing Collaterals for a Global Asset Manager


One of the world's leading asset managers offers individuals and institutions access to its strong investment capabilities across all major asset classes. The client wanted to streamline the fund marketing process, which required them to efficiently deliver more than 250 marketing materials to the sales team each quarter.

Evalueserve provided two solutions - Content Marketing Engagement and Knowledge Solutions via Domain Experts.

  • Content Marketing Engagement - streamlined the data sourcing and proofreading process, implemented a range of user automation, and created a customized workflow solution
  • Knowledge Solutions via Domain experts - conducted diagnostics workshops to document the process and provided a dedicated team to take complete ownership of maintaining the marketing material

The Challenge

The client wanted to bring efficiencies in the fund marketing process that required them to deliver 250+ marketing materials to the sales team on time and in an organized manner every quarter. Client faced data sourcing challenges (many providers including fund managers, product teams, portfolio managers, and databases) and leveraged a time-consuming manual process (document expiry, document update, and distribution).

Our Solution

  • Content Marketing Engagement - Evalueserve supported the product marketing team of a leading global asset manager for periodic updates/management of all marketing collaterals and distribution to the sales team.

    Key deliverables:

    • Streamlined data sourcing and proofreading process
    • Range of user automation implemented to streamline processes
    • Implemented a customized workflow solution
    • Central knowledge repository for all stakeholders, including the sales team
    • Automated MIS reporting to track utilization, productivity, and other KPIs

  • Knowledge Solutions via Domain Experts
    • Diagnostics workshops to document the process and identify process improvement and automation opportunities
    • The dedicated team took complete ownership of maintaining marketing material (source data, update collateral, coordinate compliance process, design, distribute)

Business Impact

  • Reduced cost by 20% in the first year of engagement
  • Through productivity gains improved turnaround time by 30%
  • Error-free outputs: Automation of manual tasks and multiple layers of automated validations freed bandwidth for quality checks

Talk to One of Our Experts

Get in touch today to find out about how Evalueserve can help you improve your processes, making you better, faster and more efficient.