How to build one source of truth without changing your CRM
This video explains how asset managers and hedge funds can create a single source of truth for investor data without migrating their existing CRM. The discussion covers various alternative methods for data integration, such as manual exports, custom API builds, automation tools like Zapier, and data lakes.
Why CRM and email platform data drift apart
This video discusses the common failure point of CRM systems caused by disconnected data between CRM, email, and marketing automation platforms. This lack of reconciliation often leads to a “valley of despair” where users lose trust in the CRM and revert to using local Excel spreadsheets, causing late follow-ups and inefficient processes.
The engagement signals your CRM is probably missing entirely
This video highlights the importance of tracking advanced investor engagement signals within a CRM; especially converting ‘unknown unknowns’ into actionable data. Failure to do so risks missed opportunities to follow up on warm leads and being blindsided by investor redemptions because of unmonitored changes in behaviour.
How to automatically populate templates
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, […]
How to simplify and reduce risk in the send process
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.
How to streamline template creation
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.
The hidden costs of relying on HTML-dependent workflows
This video discusses the inefficiencies and hidden costs associated with traditional HTML-dependent workflows in fund marketing. It also touches upon the emerging role of agentic AI in automating tasks such as quarterly updates, webinar invites, and jurisdictional compliance.
Why traditional template-building tools slow teams down
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.