If your marketing team is still battling with clunky tools, broken formatting, endless revisions, and templates that need HTML knowledge, then this webinar is for you.
Too many fund marketing teams are wasting hours on slow, manual processes – relying on developers for simple edits, fixing formatting issues at the last minute, and struggling to scale campaigns efficiently.
In this webinar we covered:
Why traditional template-building tools slow teams down
The hidden costs of relying on HTML-dependent workflows
How to streamline template creation without technical expertise
How to automatically populate templates with content based on holdings, jurisdiction, preferences and more
How to simplify and reduce risk in the send process
This video discusses the inherent difficulties and inefficiencies faced by fund managers when using traditional email marketing tools.
Key issues include the technical quirks of HTML and CSS across different clients, the difficulty of maintaining brand guidelines, and the complex compliance and regulatory review processes required for financial communications.
This video discusses the shift in mindset from traditional template copying to a more efficient method of assembling communications using pre-built content blocks.
By utilizing pre-approved components such as headers, manager profiles, and legal disclaimers, organizations can move from a slow cycle of coding and testing HTML to a faster process of assembling layouts.
Most people can handle standard mail merge fields like first name, company name, and fund name. Despite this, many have not ventured further into more complicated conditional content to deliver specific materials based on investor type, jurisdiction, or holdings.
This video covers: implementing conditional content matrices, automating legal disclaimers and signatures, embedding real time portfolio valuations, compliance and human oversight requirements, and managing automation risks and liabilities.
This video covers all the tools the ProFundCom platform provides to help fund marketers reduce risk and stress during the email sending process.
Some of these tools are: preview email appearance across various devices and clients, check for spam and blacklisting, ensure compliance with specific regulations like MiFID, and AI recommendations for improving email engagement.
