Outsourced Provider Marketing Intelligence (OPMI)
OPMI, Outsourced Provider Marketing & Intelligence, was developed to help providers of outsourced services across the front, middle and back office better align their offerings with the evolving requirements of hedge funds and asset managers.
The service is grounded in insight gained from extensive work on outsourced trading selection processes and ongoing engagement with buy-side firms. This gives a clear view of how providers are assessed in practice, where messaging resonates, and where internal perceptions diverge from how offerings are viewed externally.
OPMI is delivered through a series of bespoke conversations, typically centred on a monthly one-hour call. These sessions focus on developments in the outsourcing market, alongside a candid discussion of the provider’s own strengths, weaknesses and future roadmap. The emphasis is on practical, forward-looking intelligence rather than generic marketing commentary.
Alongside the calls, OPMI helps providers stay close to the wider market through curated written updates, including relevant news, survey insights and thought leadership. Topics are shaped by what we hear directly from asset managers, regulators, compliance teams and our broader client base, ensuring the dialogue reflects real decision-making criteria rather than abstract trends.
In addition to the core dialogue, the full OPMI service includes responsive ad hoc support, recorded calls for internal use, introductions to best-of-breed suppliers where appropriate, and an annual bespoke presentation and messaging session designed to sharpen external positioning. The aim is to help providers communicate their capabilities more clearly, more credibly and in a way that aligns with how clients actually select outsourced services.
The service is grounded in insight gained from extensive work on outsourced trading selection processes and ongoing engagement with buy-side firms. This gives a clear view of how providers are assessed in practice, where messaging resonates, and where internal perceptions diverge from how offerings are viewed externally.
OPMI is delivered through a series of bespoke conversations, typically centred on a monthly one-hour call. These sessions focus on developments in the outsourcing market, alongside a candid discussion of the provider’s own strengths, weaknesses and future roadmap. The emphasis is on practical, forward-looking intelligence rather than generic marketing commentary.
Alongside the calls, OPMI helps providers stay close to the wider market through curated written updates, including relevant news, survey insights and thought leadership. Topics are shaped by what we hear directly from asset managers, regulators, compliance teams and our broader client base, ensuring the dialogue reflects real decision-making criteria rather than abstract trends.
In addition to the core dialogue, the full OPMI service includes responsive ad hoc support, recorded calls for internal use, introductions to best-of-breed suppliers where appropriate, and an annual bespoke presentation and messaging session designed to sharpen external positioning. The aim is to help providers communicate their capabilities more clearly, more credibly and in a way that aligns with how clients actually select outsourced services.