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
Workflow
Workflow-Product Digital Marketing: Content Update Process
Our Products
AI-Powered Products That Scale
Spreadsmart
Automate financial data extraction for valuation. Improve accuracy and increase the speed of financial spreading by 70%.
Insightsfirst
AI-enabled platform that empowers you to get an edge in the market through differentiated insights and recommendations.
Insightloupe
Combination of human expertise and best-in-class technology to patent landscaping; obtain expert–backed IP and R&D insights.
Publishwise
An AI-powered platform that lets users swiftly recommends content for proposal creation using intelligent search, NLP and ML.
