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”

Douglas Findlay-Shirras, Marketing Director – FPP Asset Management

The Problem

FPP Asset Management’s sales and marketing team is always looking for investment sales opportunities from within its contact base. The biggest problem for the marketing team was generating enough solid leads for the sales team. This involved creating and distributing accurate and engaging information on eight funds, leaving little time for developing up-to-date market intelligence on clients and prospects.

The ProFundCom Solution

ProFundCom allowed the marketing team to better assist the sales team by:

  • Rapidly identifying valuable contacts from the team’s contact base – leading to less wasted time
  • Quickly gauging which prospects were interested
  • Efficiently moving existing opportunities forwards
  • Identifying cross-selling opportunities

The increased efficiency of ProFundCom’s platform meant the marketing team could meet all their responsibilities simultaneously – without feeling that one activity detracted from another. Meanwhile, the sales team now gets the accurate information it needs.

Industry

Investment Management

Location

Europe, Middle East and Africa and North America

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