Marketing Automation for Asset Managers

Creating effective investor communications is vital. From one central platform, understand who is engaging with your digital marketing content across all your channels and harness the power of advanced analytics.

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FEATURES

As an asset manager, you need to understand who is interacting with your content across email, website, social, event platforms and more.  You need to easily create effective investor communications and gather intelligent “actionable” data for your sales team to act upon from within your CRM.

ProFundCom’s specific solutions for asset managers will enable you to harness the power of digital marketing automation and analytics to give your organisation transparency across all your digital channels, and all from one central platform.  ProFundCom makes marketing and sales teams more efficient and accelerates the AuM raising process.

 

Reporting

ProFundCom’s powerful reporting engine tracks engagement across email, website, social, events and investor portals. Find cross-selling opportunities and be alerted to when a prospect starts to engage so you can prioritise outreach.

Lead Nurturing

Get real-time alerts of new digital behaviour from prospects and gather intelligent data.  Deploy the ProFundCom LeadDeck to let your sales team know to make contact.

Investor Experience

Build trust and connect with your existing and prospective investors by delivering personalised communications that matter to them, making for a great customer-centric journey.

Asset Manager Package

Investor Portal Connector

Detail

Outlook Plugin

Analytics Integration

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PDF Page Tracking

Analytics Templates

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CRM

Analytics Automation Design Events Integration Reporting Templates

Detail

Social Media Engagement

Analytics

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Website Engagement

Analytics

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LeadDeck

Reporting

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Event Manager

Events

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Template Automation

Automation

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CRM Connector

Integration

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Ready to take your
marketing to the next level?

The ProFundCom platform gives unparalleled insights into a companies’ funds, prospects and investors and
proactively helps to identify opportunities to both raise and preserve AuM

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GET IN TOUCH

Ready to learn how ProFundCom
can help you raise assets?

Book a demo today or get in touch.