Case Study Archive

In this section you can browse through all Case Studies at your leisure

Subscribe to our insights

Our insights will give you information on trends in the industry, white papers, best practices as well as news about ProFundCom.

Case Study

Capstone – Solving automation, management, analysis and digital distribution needs

Capstone needed a way to automate, manage and analyse their email and digital distribution.

READ NOW
Case Study

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.

READ NOW
Case Study

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.

READ NOW
Case Study

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.”

READ NOW
Case Study

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. “

READ NOW
Case Study

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.”

READ NOW
Case Study

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.”

READ NOW
Case Study

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.”

READ NOW
Case Study

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.”

READ NOW
Case Study

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.”

READ NOW
Case Study

Fabien Pictet & Partners Asset Management – Getting A Structured Approach to Marketing

“ProFundCom gives us the ability to see which products our clients and prospects have an interest in. This capability enables us to take a more structured approach to sales and marketing”

READ NOW
Case Study

Ecofin – Launching New Funds

“ProFundCom has proved to be a versatile product from giving us insight into who is interested in our fund launches to making better sales calls to existing prospects…ProFundCom has directly improved our marketing processes”.

READ NOW