Partners in prosperity
While marketers often claim financial expertise, few actually possess it. Experience with a local bank isn’t enough. ddm is the rare resource capable of elevating a brand in a complex industry. From compliance, to fund performance communications, to automated tools that organize critical fund data from multiple types of sources, ddm possesses over 20 years of experience helping our financial partners prosper.
We think beyond the ordinary
Our clients are looking for more than a logo or website. They want performance. They want a partner who asks the right questions; one who anticipates challenges rather than simply responding to them. In short, one who speaks their language. The right financial partner knows the difference between an OEF and a CEF, and that reporting needs are different for ETFs. And they take ASAP very seriously.
An unexpected array of services and capabilities
ddm offers a range of services to support the daily needs of our investment management clients:
- Advisor charting tools
- Quarterly reporting automation
- Pitch books
- Fact sheets
- Commentaries
- Sales presentations
- Integrated web development
- Sales support apps
- Email + marketing automation solutions
- Video + podcast production
We take our clients' success personally
Our commitment to service and individual attention separates ddm from other agencies. Our responsiveness is equaled only by the quality of our work. Even automated tasks are handled by designers who take pride in precision and superior execution. In a business climate where success is measured in the details, we go to considerable lengths to give a competitive advantage.
