Our approach ensures your firm gains meaningful visibility and influence through:
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Strategic Positioning
Differentiating You
- Goal: Establish your firm’s recognition in a competitive marketplace by highlighting your unique strengths and competitive advantages.
- Approach: A comprehensive, multi-faceted process focused on identifying and amplifying your core strengths and values.
- Benefits: Enhanced visibility through targeted, effective coverage and outreach strategies.
The Genesis Approach Includes
- In-Depth Interviews: Gathering insights from multiple perspectives to fully understand your firm’s strengths and opportunities.
- Focused Research and Analysis: Comprehensive evaluations relative to:
- Benchmarks
- Peer comparisons
- Client needs
- Industry trends
- Client-Benefit Oriented Positioning: Developing messaging that highlights the specific value your firm delivers to clients.
- Actionable Strategies: Crafting a clear, results-driven plan of action tailored to your goals.
- Compelling Materials: Assisting in clear, persuasive materials that effectively communicate your strengths.
- Your Story, Client-Focused: Presenting your firm’s narrative in terms that resonate with clients.
- Presentation Coaching: Providing guidance to enhance the effectiveness and confidence of your presentations.
Achieving Presence and Market Impact
- Manager Database Strategies: Leveraging comprehensive data to target opportunities effectively.
- Prospect Screening and Qualification: Identifying and prioritizing high-potential prospects.
- RFPs and Outreach: Coordinating requests for proposals, mailings, and regular quarterly updates.
- Conference Exposure: Enhancing visibility and networking at key industry events.
- Streamlined Communication: Providing efficient reporting to keep you informed, including:
- Daily updates
- Detailed activity reports
- Automatic follow-up tracking
Focusing On You
Driving Business Success
Our proven approach empowers high-performing investment managers to concentrate on their core expertise—research, analysis, and portfolio management—while we handle the complexities of market representation.
For over three decades, Genesis Marketing has helped investment managers transform their excellence in investments into sustained business success.
Discover how a strategic partnership with us can address your firm’s distribution needs and open doors to greater opportunities.
Our approach paves the way for:
- Seamless post-sale interface to ensure client satisfaction
- Strengthened relationships with institutional investors
- Unlocking valuable cross-sell opportunities to expand your business
Establishing Great Relationships
Prioritizing Client Satisfaction
Whether you’re an emerging or established manager, having a strong market presence is crucial to winning mandates and securing assets from high-value institutional clients. This presence is most effective when backed by reputable, credible, and skilled representation.
For over three decades, Genesis Marketing professionals have been leaders in this specialized marketplace. With a proven record of success, we are known for identifying opportunities and providing responsive representation for premier boutique and emerging managers.
Partner with us to achieve exceptional results and lasting client connections.
