ProFundCom is perfect for:

• Prime Brokers and Cap Intro
• Larger Fund Managers
• Asset Managers
• Wealth Managers
• Boutique Managers

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Asset Manager Edition

ProFundCom enhances the sales, marketing and client relationships of institutional groups and asset managers.

ProFundCom Asset Manager Edition is an Asset Management marketing and sales intelligence software platform that reports back how your communications are being received by investors, clients and prospects as well as your representatives, offering an indepth understanding into their effectiveness.

Features

• Maintain Compliance and Security. ProFundCom complies with stringent regulations from the FSA, SEC and ISO organisations.
• Deliver statements, alerts, general messages, and dynamic newsletters. We power more messages a month than any asset management email marketing product.
• Achieve High Deliverability and minimise SPAM score. We help institutions continually optimize for delivery success, and quickly respond to issues if they arise.
• Integrate. It's easy to integrate CRM or any business system with ProFundCom.
• Increased Personalisation. You can send on-behalf-of messages for your sales team, ensuring consistent branding and messaging while maintaining a personal touch.
• Deliver Messages Across Channels. Your investors and prospects and clients have a variety of preferences when it comes to receiving messages from you. We can power all your communications from one place, across Email, Mobile, Social, and Sites.

Benefits
 

According to Forrester Research there are four main components to your customers’ and prospects' engagement with your fund and your brand:

• Involvement – the measurable aspects of an individuals’ relationship with your company or brand or fund
• Interaction – the depth of those individuals’ relationship (i.e. if involvement is touches, then interaction is actions eg. opening communications, visiting events and requests for manager meetings)
• Intimacy – the sentiments or feelings of individuals towards your company or brand or fund
• Influence – the likelihood that an individual will encourage a fellow prospect to consider or invest in your fund.

Within these four main components there are several key metrics that you can track. Understanding these numbers can help you gauge your investors' and prospects' engagement on several different levels and help you improve your relationship with them.

Involvement:

• Site visits – how many people are visiting your site?
• Time spent – how long did they spend on your site before they clicked away?
• Pages viewed – how many pages did a visitor view before they left your site?
• Keywords searched – what words did a visitor search to find your site?
• Navigation paths – where did a visitor navigate to after landing on your site?
   

Interaction:

• Fact sheets opened from weekly/ monthly emails
• Estimates accessed from weekly/ monthly mailings
• Time spent on communications
• Number of comments contributed to your blog
• Number of unique commenter's on your blog
• Quantity/frequency of written reviews, blog comments and forum discussions

Intimacy :

• Sentiment tracking through social media
• Sentiment tracking of internal customer contributions
• Opinions expressed in customer service calls

Influence:

• Product/service satisfaction ratings
• Brand affinity
• Content forwarded to friends (email, retweets, facebook postings, LinkedIn etc)
• Posts on high profile blogs
• Are you tracking all these metrics? If you’re not, you should really get started today. ProFundCom with its' new Engagement Blade technology can track any combination of the above to give your marketing a real edge.
   

Reports are filtered by salesperson, funds and products, emails opened, emails read, emails printed, emails forwarded, website accessed and attachments opened - providing market leading communication analytics.

Sales Intelligence for Asset Managers

• Identifies which prospects are interested in which products
• Recognises cross selling-opportunities
• Qualifies leads to help create a targeted sales approach

Marketing Intelligence for Asset Managers

• Establishes what communications will work best in your campaign
• Identifies which communities and demographics are engaged with your communications
• Determines how contacts are engaging with your communications
• Analyses what factors contribute to a successful marketing campaign