Case Study Archive
In this section you can browse through all Case Studies at your leisure
Capstone – Solving automation, management, analysis and digital distribution needs
Capstone needed a way to automate, manage and analyse their email and digital distribution.
Amundi – Delivering Multi-fund Reports Across Multiple Strategies
Amundi was looking to deliver information and performance data on various asset classes to investors through a single platform. The firm required emails to be delivered to investors, but with minimal involvement from its sales and marketing team.
Saxo Capital Markets – Delivering Digital Marketing Strategy With ProFundCom
Saxo was looking for a single platform to deliver emails as part of its digital marketing strategy. This included report distribution, the provision of web-based forms and events management. Saxo also required automated feedback, with its sales teams and account managers receiving contact information for interested parties.
Astir Capital Advisors – Increasing Sales Efficiency and Intelligence
“Put simply ProFundCom gives us the ability to have an interest-led sales and marketing process. We only call people who are interested in the funds we market.”
Fortis Investments – Giving Their Sales and Marketing Team Qualified Leads
“As an early adopter of ProFundCom, we saw the immediate potential past existing emailing tools and read-receipts. “
Dalton Strategic Partnership – Building Confidence For The Sales Team
“ProFundCom provides Dalton Strategic Partnership with the intelligence to know who are interested in our funds and how our sales team are best placed to engage with them. ProFundCom’s lead-nurturing program has delivered the right intelligence at the right time to both our sales and marketing team.”
Prosperity Capital – Building Marketing ROI – From “Good-to-Great”
“ProFundCom provides us with a robust marketing platform. ProFundCom’s ability to provide insight into the quality of our marketing to both investors and prospects takes our marketing efforts from good to great.”
Lesmoir-Gordon, Boyle & Co. – Improving Investment Opportunities to Partners
“In direct marketing, 1 or 2% is a good hit rate for a targeted mailing. Even in regular emails to a firm’s contact base one might achieve only a 10% ‘click through’ rate. We regularly achieve the 25-50% range with ProFundCom. ProFundCom has revolutionised the way in which we market prospective deals and investment opportunities to our partners.”
Coronation Fund Managers – Raising and Preserving AuM
“Ultimately investors make decisions based on the way you interact with them. The more professionally and efficiently this is done, the more likely they are to invest. With all else being equal, investors will favour fund managers that distribute pertinent information effectively and whose salespeople follow-up in the most professional manner. We have achieved this using ProFundCom.”
Oxford Investment Partners – Managing Follow-up Activity
“ProFundCom gives us the ability to gauge interest and manage follow-up activity in our diversified fund. An additional benefit that we found was that ProFundCom improved our communication internally with our sales team and externally with our investors.”