Case Study

One of the major hedge fund and private equity administration outsourcing solutions provider in the USA scales their business with movingDneedle lead generation campaigns

The Customer

Major hedge fund and private equity administration outsourcing solutions provider to a wide range of global investment managers adopting a diverse range of investment styles. The product offering specializes in hedge funds, fund of hedge funds, private equity funds and funds investing in insurance linked securities. It provides back and middle office fund administration services including fund and portfolio accounting, investor services, AML services, corporate secretarial administration and directorial services to funds. The firm places great importance on technology and controls and employ a fully integrated technology platform which includes, fund accounting, portfolio accounting and investor services together with a real time 24/7 online platform for our clients and investors.

The Challenge

The customer was looking for a lead generation partner to generate sales leads for their business expansion. Till now the company was dependent on the network portfolio for their businesses, they did not have the means to explore the market. Also, they wanted to target different verticals and domains in the financial sector such as:

  • Fund of Hedge Funds
  • Private Equity Funds
  • Insurance Linked Securities Funds
  • Investment/Wealth/Asset Management Firms
  • Family Offices

They wanted to outsource their lead gen activity to the partner who was well versed in the financial services industry and can help them connect to the business heads responsible for decision making in the above industry domains in order to scale up their business.

The Solution

After running 4 months of pilot campaign movingDneedle generated qualified sales meetings for the customer. The leads generated for them was an overall result of running campaigns based on the LQP (Lead Qualification Parameter) as defined by the customer. The campaigns were designed and executed based on the AUM parameter, verticals specific like Hedge Funds, Insurance-Linked Securities Fund, Investment firms, Family Offices, and marketing services such as Back and Middle Office fund administration services, FATCA Compliance, Fund and Portfolio Accounting, Corporate Secretarial Administration.

The team at movingDneedle spent a considerable amount of time during the project in understanding the products and services of the customers. The listing of the qualified companies was done followed by mapping and mining of relevant designations of decision making authority in the target list. Meanwhile, the analyst team designed and crafted the campaign drafts for the services to be marketed. The campaign management helped to generate leads for the customer from the target audience and as per the LQP.

The Result

  • The customer was able to reach the market on and above their network.
  • There were meetings with the prospect companies’ business heads for different services like accounting, fund administration, corporate secretarial services, and analytics.
  • A healthy sales pipeline during the campaign cycle was developed.
  • Market insights and market intelligence report based on the campaigns run by movingDneedle was provided which helped the customer in go-to-market strategies.
  • Forecasting the number of leads for the coming months based on the analytical reports sent by movingDneedle was made easy.
  • Different campaigns were scaled up and scaled down during the engagement.
  • Branding for the customer was easy through Personalized Email Marketing.
  • Every lead produced for the customer had a defined agenda for the call/meeting.

Other case studies

We provide our customers with high-quality leads that help their sales teams move the needle on Deals

Scroll to Top