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.
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.
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.
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
The ProFundCom Investor Portal allows clients to send investors their distributions with a few clicks on their computer. You can send distributions for multiple deals and manage these distributions all from one central location.
The ProFundCom Investor Portal delivers trackable and workflow-based content to investors and related parties. The ProFundCom Investor portal tracks what investors are doing, when and how they engage with documents, which can be used to have informed conversations.
The benefits of the ProFundCom Investor Portal are:
- Automation: Manage investor reporting in less time and with fewer staff resources.
- Communication: Security that protects client information.
- Reporting: Update investors on the status of documents and report internally on engagement.
- Customisation: White label your ProFundCom Investor Portal to match the look and feel of your brand and website.
The ProFundCom Outlook plugin gives the ability to track links and PDFs from within Outlook and reports back to the user via Outlook and ProFundCom.
PDF Page Tracking
The PDF Page Tracking App tracks which pages of a PDF are being accessed and for how long. The engagement data is then displayed in the timeline and feeds into the rating engine. The PDF pages are viewed as normal in a browser using the ProFundCom PDF viewer.
Analytics Automation Design Events Integration Reporting Templates
The ProFundCom CRM allows users to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities — all in an easy and intuitive interface. The CRM App provides Sales Automation, Calendar Management and Workflows with tight Outlook and Gmail integration.
- Leads. Converting Lead to Opportunity/Account/Contact.
- Opportunities. Potential sales in CRM.
- Accounts. Each account is a central record in B2B model.
- Contacts. Contact can be related to multiple Accounts with specific roles of relationships.
- Business Process Management (available in Advanced Pack). BPM tool. Provides an ability to model and automate business processes.
- Workflows (available in Advanced Pack). Actions can be triggered if specific conditions are met. Available actions: send email, update record, create new record, create notification, assign record by specific rule.
The ProFundCom Website Engagement App enables the measurement, collection, analysis and reporting of web data for purposes of understanding and optimizing client web usage. The ProFundCom Website Engagement App is used to assess and improve the effectiveness of a website and helps to estimate how traffic to a website changes after the launch of a new campaign. The ProFundCom Website Engagement App provides information about the number of visitors to a website, the number of page views, who the visitors are and what pages they are viewing. It helps gauge traffic and popularity trends which is essential for market research.
The ProFundCom LeadDeck App allows sales and marketing teams to get real-time alerts of website visitors, new digital behaviour, new prospect activity as well as a list of prospects that our AI algorithm has identified for a call. The LeadDeck can be embedded in any CRM so that sales and marketing teams can work efficiently from one system. The LeadDeck has sliders that allow sales and marketing teams to customize the scoring of their contacts. Automations can be applied to alert a sales team member if a threshold is exceeded.
The ProFundCom Event Manager App provides a “one-stop-shop” for planning and running an event such as seminars, conferences or a simple meet-the-manager. With an event dashboard, dynamic emails and forms, venue management, event life-cycle scheduler, mobile device check-in and integration into CRM, the ProFundCom Event Manager App is also a strategic tool to increase brand visibility and the overall attendee experience. This is not just a solution for the event team, but also the sales & marketing teams, so as to raise assets and demonstrate ROI from the multiple marketing channels.
The ProFundCom Template Automation App allows the content of the email templates to be automated based on a recipient’s specific criteria. With the ProFundCom Template Automation App users have the ability to create standard email templates and automatically populate it with content based on the recipients holdings as well as preferences. The App can also use an AI-based algorithm to add related content into the email template based on the recipients previous and predicted digital behaviors.
The ProFundCom CRM Connector App provides synchronization between the ProFundCom platform and clients’ CRM systems. A typical use case is the ProFundCom CRM Connector App creates a link between the two platforms, so that you can sync prospects, contacts, and leads between the two systems. The connector will also sync marketing lists, campaigns as well as user preferences. Gone are the days of outdated record information, or having to manually update records by periodically exporting prospect date and importing it into the CRM. With the connector enabled, marketing and sales will always have access to the latest, most accurate digital engagement data.
Investor Portal ConnectorDetail
PDF Page Tracking
Analytics Automation Design Events Integration Reporting TemplatesDetail
Social Media Engagement
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