Case Study

Prosperity Capital – Building Marketing ROI – From “Good-to-Great”

“With ProFundCom the return-on-investment was quantified by an increase in AuM.”

Amit Kapoor, Director, Client Services/Marketing – Prosperity Capital

The Problem

Prosperity needed to keep a large universe of investors and prospects updated on a weekly or monthly basis. It needed a marketing platform that was synchronised with its client relationship management (CRM) system – salesforce.com in this case – and which would distribute reports while providing feedback about who was reading them.

The ProFundCom Solution

ProFundCom integrated its platform with Prosperity’s CRM system, allowing the marketing team to create a streamlined process for distributing reports to its contact base while tracking readership. Prosperity’s investment in this area delivered more focused prospecting, which led to an improved marketing process and a more efficient sales team. As a result of this the firm has upgraded its website and readership rates of all its marketing material have gone up as the marketing process has been better managed overall. ProFundCom also supports Prosperity in distributing multilingual reports in Arabic and Japanese.

 

Industry

Investment Management

Location

London, Russia, Ukraine and Central Asia

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