Client Relations Services
Deliver superior values to marketing and business development with multi-functional expert teams.
With the increasing demand for better reporting, transparency, and due diligence by clients, the need for efficient client communication/ servicing is critical. We manage comprehensive internal processes, including administrative work, diligence services, product management, and customer services. We ensure efficiency, scale, and operational discipline with our support services for the client relations operations team.
Key Offerings for Client Relations
Documenting
Maintain and update monthly/quarterly brochures, customized review books, and factsheets with performance, accounting, market commentaries, etc., across strategies.
Insights
Work on new fund launch activities and marketing webcasts.
Branding
Corporate communication and branding.
Data Maintenance
Company personnel data maintenance to answer personnel-related information in RFPs and brochures.
Support
Client questionnaires support responding to RFP questions related to the firm, fund, and product overview.
CRM
Maintain and update client information on the CRM platform (Client contacts, investment details, and supporting documents)
Report and Address Issues
Post standard reports on the client portal and address issues with portal access.
Onboarding
Process client onboarding and transfers
How We Deliver Value?
Assistance
Assist in aligning your product offering to market expectations and demand.
Key Insights
Provide key insight through market research to keep abreast of market changes and competitors.
Risk Management
Help identify and manage risk areas that may result in financial loss.
Client Satisfaction
Proactive in understanding and managing client expectations to ensure satisfaction.
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.