Diligence Services, Corporate Communication & Branding, and Product Management.
Our Client Relations department encompasses cross-functional teams which include Diligence Services, Corporate Communication & Branding, and Product Management.
We believe in adding superior value to your marketing and business development initiatives with the strong combination of our multi-functional expert team.
We ensure efficiency, scalability, and operational discipline with our support services, which is the backbone for all client engagements.
Key Offerings:
Diligence Services
Questionnaires
Draft responses for firm level, product overview, and operational content questions for RFPs & SDDQs.
Content Management
Create, format, and finalize documents like RFPs and DDQs/SDDQs, as per the company formatting standards.
Analytics
Carry out company personnel data analysis to answer questions in RFPs and brochures.
Corporate Communication & Branding
Infographic PPTs
Design PowerPoint presentations as per the company guidelines and provide markup i.e., colors, fonts, spacing, logo etc.
Graphics
Editing Headshots and creating company banners using Adobe Suite.
Insights
Work on new fund launch activities and marketing webcasts.
Product Management
Marketing Brochures
Maintaining and updating brochures, customized review books, and factsheets with performance, accounting, market commentaries, etc., across strategies.
Organizational Charts
Update & upload firm & strategy level org charts to the company portal.
Strategy Snapshots
Create a brief review of performance & market opportunities for portfolio managers.
How We Deliver Value?
Assistance
Help in aligning product offerings to meet market expectations and demands.
Key Insights
Provide key insights through market research to be on par with market changes and competitors.
Risk Management
Help identify and manage potential risk factors that may lead to financial loss.
Cost-effective
Cost-effective and high-quality service with a quick turnaround time.
Enable high-quality client servicing/ communication services with dedicated resources working collaboratively as an extension of your marketing team.