Case Study

Oxford Investment Partners – Managing Follow-up Activity

“ProFundCom gives us the ability to communicate with our investors and prospects in a more meaningful way”

Paul Martin, Managing Director – Oxford Investment Partners

The Problem

Oxford Investment Partners offers a single diversified fund to a wide potential client base. It had two main requirements for its communications process: to ensure investors received timely and accurate fund information, and to highlight investment opportunities for prospects. It also needed to know which investors and prospects were showing the most interest, and whose interest had waned. It needed all this without making a large IT investment.

The ProFundCom Solution

Using ProFundCom the investor relations team were able to:

  • Address any existing investors’ concerns
  • Rapidly identify valuable contacts from their contact base
  • Gauge the level of interest from prospects

Because it was now clear who was accessing the firm’s information and who wasn’t, Oxford Investment Partners’ investor relations team started having more relevant conversations with their clients.

 

Industry

Investment Management

Location

Oxford, UK

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