We are a distribution marketing resource and can help you achieve sales objectives by developing battle cards, competitor analysis, sector review of competing funds for strengths and weaknesses, develop key selling points for your fund, PD day submissions, adviser articles that explain the fund simply and with investment authority, videos and pre-written email templates to send direct to contacts, saving time.
Our point of difference is we understand investments, APLs, channels and advice businesses so we can create useful insights and tools that will arm your team above competitors and will resonate with your audience.
We help smaller fund managers who need an outsourced part-time solution for their marketing that is flexible, factual and cost effective.
We can undertake regular reporting and email to investors, social media, videos and can work to identify your competitive edge against competitors and write clever thought pieces to help promote your investment capability.
In the same way you account for your performance, we’ll provide metrics to show you how your marketing is contributing to your business growth.
We can provide additional resourcing or fill a skills gap especially when it comes to investment knowledge and the ratings process. We can deliver thought leadership, create brochures, video content, investment insight and retail marketing materials to help marketing deliver on its ROI objectives for the business.
We have consistent proven ability to ramp up LinkedIn followers and email subscribers. We can also just act as a sounding board for your creative ideas, given our experience and product knowledge.