How To Use Automation To Improve The Investor Experience
Today, in every sector, the customer experience is more important than ever before. People want and expect service providers to deliver an experience that addresses their particular needs and solves their problems. The funds sector is no different. Being able to deliver a quality investor experience is an important facet of running a successful firm. […]
How To Improve Client Engagement In The Wealth Management Sector
In wealth management, client experience matters. Do it well and your clients will be more loyal – and more open to the new investment ideas that you present to them. And, of course, they will be more likely to refer you to others. But this cuts both ways – as when you neglect your client […]
The ProFundCom Guide To Effective Blog Marketing
Blogging can be good for business. Since the advent of the internet, many businesses have boosted sales, conversions and brand awareness through well-written blog posts that are relevant to their target market and clients. Equally, many businesses have wasted lots of money and time on poorly-written blog posts with little relevance to their existing or […]
Using Your Website To Generate Leads
Your website is vital, as it’s where the majority of people will have their first meaningful interaction with your brand. It is effectively a digital shop window that people can look through to find out more about your company and your services. And the vast majority of financial firms have websites that look smart and […]
6 Ways To Use AI To Boost AuM
As marketers, we live in exciting times. The rise of artificial intelligence (AI) provides the means to use data and engage with prospects in ever more interesting and effective ways. In some respects, it is a golden age of marketing. However, there is still some reticence and negativity surrounding the use of AI in fund […]
The ProFundCom Guide To Investor-Centric Marketing
Without customers, you haven’t got a business – that’s true of any firm in any sector. This is why good customer relations is such an important aspect of business, as customers are the people every company absolutely has to keep happy. And in the digital age – where communication is so much quicker and more […]
How To Turn Cold Leads Into Hot Prospects
It’s a question the fund marketing teams everywhere struggle with. These leads have obviously looked at your content at some point, but now they’ve dropped off the radar – they’re not responding to any emails or interacting with you in any way. Why? Perhaps they’ve gone with a competitor, or could have given up on […]
The ProFundCom Guide To Aligning Your Sales And Marketing Teams
Sales and marketing teams are notorious for not getting on, so these two departments – in any company – are often at loggerheads. The fund sector is no different. Despite having the same ultimate aim – and a lot of common ground – they tend to work as separate silos within an organisation. And, perhaps […]
How To Boost Growth Through Fund Marketing Automation
One of the keys to success with any business is to do more with less. That enables you to cut costs, increase profits – and grow. And in the fund sector, one of the best ways to achieve this is to introduce marketing automation into your systems. When you automate your marketing you can massively […]