Wealth Management Sales and Marketing
ProFundCom Wealth Manager Edition is a wealth management marketing and sales intelligence software platform that reports back how your communications are being received, offering insight into its effectiveness.
ProFundCom advises you who is interested in your products, allowing for more targeted and effective calls, and improved correspondence with prospects and clients.
Reports are provided in real-time filtered by salesperson, emails opened, emails read, emails printed, emails forwarded, website accessed and attachments opened - providing market leading communication analytics.
Sales Intelligence for Wealth 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 Wealth Managers
- Establishes what communications will work best in your campaign
- Determines how contacts are engaging with your communications
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Analyses what factors contribute to a successful marketing campaign
Products like ProFundCom facilitate efficient, expedient and relevant communication, which are necessary components of quantitative and qualitative investor and prospect engagement. In a climate where due diligence is protracted and more invasive, solid relationships in tandem with concise, auditable communication mechanisms can compress the allocation cycle and bring AUM online faster from family offices, a rewarding and lucrative investor segment and client base that requires patience and persistence to successfully penetrate.
Key Features
Get Communications Opened and Actioned
Standing out from the competition.
- Personalise greeting, content and reply
- Understand how people are viewing your correspondence
Real-Time Tracking
Follow who’s opened your emails, webpages and attachments.
- Identify most interested prospects
- Prioritize your follow-ups
Management Information
Delivered as and when you want it.
- Wealth management specific reporting
- Build processes to get contacts and clients engaged with you
Who is really interested in your products?
For a product tour click here and for a no-obligation trial click here
For further information, try our Frequently Asked Questions »