Digital Marketing for Hedge Funds
Distribute secure and compliant investor communications and ensure the integrity of documents remains intact. Understand what content is resonating with your potential and existing investors so you can be relevant with your messaging. Track website and social media activity and ensure targeted and personalised investor relations. Gain a better understanding of your investors, score prospects based on engagement and supply actionable data to your fund managers.
As a hedge fund, you may just be starting out on your digital journey or have some standard marketing tools at your fingertips. But, as today’s investors are much more informed and will conduct their own fund analysis, fund managers must start to improve their digital presence and utilise digital marketing platforms so they can effectively target and communicate with investors.
ProFundCom’s specific solutions for hedge funds will enable you to leverage the power of digital and provide your fund managers with invaluable sales intelligence.
Gain deep insights of how a potential or existing investor is interacting with all your digital channels. Access a detailed timeline of when a contact has engaged on email, clicked a link, visited your website, and shown interest in your social content.
Score contacts based on your preferences and push data into your CRM for your fund managers to easily act upon.
Ensure you stay on the right side of financial services regulation by delivering secure and complaint investor communications. Utilise ProFundCom’s suite of security Apps such as PDF Watermarking and Digital Rights Management to make sure illegal distribution of documents is prevented. Use our Compliance Checker to ensure no email is sent that could put your organisation at risk.
Analyse digital activity across all digital channels and seamlessly automate reports for your fund managers. Report on cross-selling opportunities, when a prospect has suddenly started engaging with your content and when an investor is not interacting at all and could be looking to redeem.
Get invaluable business insight quickly so you can make critical marketing decisions with confidence.
Hedge Fund Package
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 PDF Watermarking App gives users the ability to insert text and any other personalised data into PDF files for security and compliance purposes. These PDFs can then be distributed via the ProFundCom platform and the security and integrity of the PDF will remain intact. This is extremely useful in distributing “for-your-eyes-only” documents and ensuring that the illegal distribution of documents is prevented.
Digital Rights Management
The ProFundCom Digital Rights Management App is a set of access control technologies for restricting the use of proprietary and copyrighted documents. The ProFundCom Digital Rights Management App controls the use, modification, and distribution of copyrighted works, as well as systems within devices that enforce these policies. This protection has come about by the rise of digital media and documents having vastly increased the concerns of copyright-owning individuals and organizations, particularly within the finance sector.
The ProFundCom Process Automation App gives you the ability to automate any part of the digital marketing journey. With the ProFundCom Process Automation App users can visually map out their digital campaigns and create decisions or actions based on customer behaviour, date, event, lead score or segmentation rule. Users can score contacts on their digital behaviour and their identity, then combine both into an overall third score, which lets you see in an instant how valuable they are, and where they are in the investment cycle – in a process known as Lead Nurturing.
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 EngageMetric App provides reporting, query and analysis of all your digital activity across all sales and marketing teams and across all digital channels. The EngageMetric App provides a self-service environment for creating ad hoc queries and analysis of data as well as a library of pre-defined reports. The ProFundCom EngageMetric App is built to be easy to use and rich in functionality, to help users get valuable business insight quickly so you can make critical marketing decisions with confidence.
PDF Page Tracking
Analytics Automation Design Events Integration Reporting TemplatesDetail
Digital Rights Management
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proactively helps to identify opportunities to both raise and preserve AuM
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