Existing Mutual Fund
The Situation
A leading investment research firm was looking for an alternative to the current
service provider for their mutual fund. They were searching for a provider that
offered the same services they were receiving but at a higher standard of quality
and consistency.
How Gemini Helped
The firm brought the fund to Gemini to provide administration, accounting and transfer
agency services. The functionality Gemini offered at the time was different from
what the firm had been receiving previously. So Gemini hired a programmer to take
on the specific requests of the firm and deliver what they needed in a very short
timeframe.
Due to Gemini's high quality customer service, the firm feels as though Gemini is
working with them to realize their goals, rather than working like a vendor who
just wants to be profitable. We accomplish this in part by providing a direct line
of communication to our staff members that ensure industry knowledge is readily
accessible.
The Benefits
Because of Gemini's approach to relationship management, the research firm and Gemini
are both actively involved in realizing the fund's goals. This relationship allows
the research firm to talk openly with an industry expert about any ideas or concerns
they may have. Gemini also continues to listen to the client's needs and deliver
the online technology they require.