Helping Investment Managers to Better Manage & Market Their Data
Efficient, Cost-Effective Data Marketing Consulting
Combining proprietary software with a professional data management team, Jackson Analytics manages and distributes six key data sets housed in the industry’s only investment data vault, the JA Vault.
Data is available on-demand, controlled and logged, ready for upload to consultant databases and to update marketing collateral.
Incomplete database profiles and inaccurate data are a credibility killer.
Using our proprietary JA Vault, Jackson Analytics fully automates client data uploads to all relevant industry databases. We also ensure client profiles and narratives are complete, persuasive, and accurate.
Marketing Collateral Strategy
Maintaining a full library of marketing collateral enables managers to keep control of the sales process over the entire cycle.
Core offerings include fact sheets, head-to-head comparisons, pitch books, and marketing white papers. We offer collateral design and ongoing maintenance services ensuring timely updates to client materials.
Website Design & Digital Content Strategy
Websites are the most valuable marketing asset for firms in the investment management industry.
Great websites fully articulate the 5 P’s of an investment manager’s business (Process, Philosophy, People, Products, Performance) and persuade the audience a firm has the ability to solve problems and execute its strategy with effectiveness.
Due Diligence Strategy
Timely, accurate completion and submission of RFP’s, DDQ’s and other due diligence documentation can offer investment managers a valuable tactical advantage.
Data stored in our JA Vault can be readily deployed, enabling investment management firms to complete these questionnaires in 24 to 48 hours.