Fortis Investments give their Hedge Fund Sales and Marketing Team qualified leads from ProFundCom

"As an early adopter of ProFundCom, we saw the immediate potential past existing emailing tools and read-receipts. "

Christopher Wadsworth, Director, hedge fund co-ordinator at Fortis Investments


The Problem

For Fortis the problem was very straight forward. Who is reading our fact sheets? Are they prospects? Shall we give them a call? Call it lead management, lead scoring or pipeline management – investigations at Fortis showed that their internal systems did not provide this information but this was the most important part of the sales process – contacting people who are really interested in your products.
 

The ProFundCom Solution

Using the ProFundCom platform the individual sales team members ran their own campaigns and had the data either sent to them via email in real-time or via a daily journal. As a result, every morning all the sales team received in their inboxes a list of prospects who in the last 24 hours have shown an interest in their funds.

We could not do our jobs without the analytics from ProFundCom; it makes calling prospects almost pleasurable again.

Business Profile

BNP Paribas Investment Partners is the dedicated asset management business line of BNP Paribas. As such, we are backed up by the financial strength of a bank which has been ranked among the six most solid banks in the world (according to S&P (AA). Source: Long term credit rating).

The integration of Fortis Investments with the existing BNP Paribas Investment Partners Group has led to the creation of a top-tier global asset manager. We now have wider global reach, greater resources and an expanded range of investment solutions.

Industry

Asset Management

Location

Global

Website

www.bnpparibas-ip.com

The ProFundCom Advantage

ProFundCom is a dedicated solution for fund distribution, sales and marketing. It reflects the real needs of the fund management business.

By helping track interest in your products and services, it gives your sales people a real edge, helping them focus on the most promising prospects in your contact base.

It will even send you email alerts when documents or links have been accessed.

It offers detailed insight, including times and dates when clients and prospects view your reports.

ProFundCom centralises all your regular email communication, and helps you manage distribution lists according to contact interest. You can tailor email templates for particular clients, giving your communication new polish and focus.

For a trial, simply register here.

For further information just get in touch:

ProFundCom Limited
1 Berkeley Street
London W1J 8DJ
United Kingdom

Tel: +44 (0)20 7060 2146
Email: info@profundcom.net

Product details

Want a quick overview of ProFundCom? To know how it can help, what it does and what you need? Download this free product information.