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Case Studies

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.

ProFundCom for Asset Management Sales and Marketing

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.

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

Key Features

Manage Large Volume Mailings (up to tens of thousands)

Deliver Bulky attachments without jeopardizing the mailing process.

Personalise Emails and Attachments

With ‘one-to-one’ look and feel.

Sales Team Allocation

Replies and alerts sent to the appropriate salesperson. 

Spot Cross-Selling Opportunities

Track emails forwarded to new contacts.
 

Real-Time Tracking

Automatic alerts whenever your emails are opened. 

Tailored Reports

Data and analysis delivered as and when you want.
 

CRM Integration

Can interface to most CRM systems, including Salesforce.com, ACT!, Outlook and others. 

Multiple Access Points

Links to Blackberry, iPhone and other mobile devices. 

Secure and Confidential

Hosted as an ASP on secure hardware. 

For further information, try our Frequently Asked Questions »