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Case Studies
Existing Mutual Fund
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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 looking for a provider that offered the same services they were receiving but at a higher standard.

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.