Fund Marketing Services Overview
End-to-end Support on All Fund Marketing Matters
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.
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.
Transform your fund marketing strategy using a fusion of powerful content collaterals and robust digital marketing solutions.
Improve your time to market fund collateral through process re-engineering and unified digital marketing.
Ability to deliver tangible benefits by leveraging a suite of automation solutions that are complemented by our equally qualified specialists.
Our qualified specialists have in-depth knowledge of business drivers and can deliver consistent and high-quality solutions across the spectrum.
Our Advantage
Delivering Results
More efficient through re-engineering the process
More productive through micro-automations
Our Capabilities
Integrated Multi-Functional Fund & Digital Marketing Capabilities
Presale 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.
- Sales/Consultant database service
- Seismic support
- Fund factsheet
- RFP/RFI/DDQ and 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.
- Fund marketing content management
- Daily bulletins/newsletters
- Client/investor reports
- Marketing presentations
Digital Marketing
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.
- Web content management
- Website audit
- Data QA
- SEO audit
Evalueserve Team’s Technical Skillset: HTML, JavaScript, CSS, XML, Bootstrap, CMC, AEM
Reference Case
Delivering & 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. The dedicated team took complete ownership to maintain marketing material (source data, update collateral, coordinate compliance process, design, distribute).
Related Products
AI-optimized products that scale.
We offer a distinct suite of products with careful attention to client-specific agility and seamless integration into existing platforms.
Insightsfirst
Get an edge in the marketplace through differentiated competitive and market insights curated to specific needs.
Insightloupe
Get the highest-quality view of your intellectual property and research and development data when and how you need it.
Researchstream
Facilitating modern workflow with superior proficiency, reliability, and configurability for research and design.
