Strategy Consulting
APX Stream Designs Integrated Approaches To:
- Investment data marketing/distribution
- Positioning
- Due diligence, and
- Managing institutional relationships
Our work is based on our unique perspective into the investment database world
A multifacted library of marketing collateral is a vital investment, as the sales cycle has lengthened to 6-9 meetings, 12-18 months.
We improve quality and reduce costs by helping you to mangage the very data that populates your marketing collateral.
Our Products
Website Design
The 24-7-365 Marketing Tool
A manager's website is among the first places prospects learn about an investment firm's value proposition.
For so many reasons, a steller website is often the best, and easiest, opportunity for a firm to show true differentiation.
Marketing Collateral
Institutional-quality design, responsive, accurate updates
- Fact Sheets
- Pitch Books
- Competitor "Head2Head" Positioning Analyses
- Proprietary RFPs/DDQs
Digital Content:
Clear, concise, appropriate to the marketing goal
Most investment managers work with a variety of client types. As such, content should target each individually.
Digital Content Strategy has at its cornerstone at least one of these four content types:
Blog
eBooks
Marketing White Papers
Infographics
Product Positioning Key to sales and relationship-building
Know your prospect’s manager mix / allocation parameters and against whom you are competing.
An APX “Head2Head Analytics Report” that best positions your firm against your competition is vital.
Make an evidence-based case for either replacing the existing manager or adding your firm/product to the allocation mix.
Relationships matter, but the data and caliber of client service are what’s most persuasive in today’s marketplace.