Digital Marketing for Wealth Managers

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.

PDF Page Tracking

Analytics Templates

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.

CRM

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.

Social Media Engagement

Analytics

The ProFundCom Social Media App allows users to track the engagement of all digital assets that are distributed on social media. The analytics from social media engagement are fed back into ProFundCom which then uses an AI based algorithm to identify the individual who made the engagement.  Used in tandem with the ProFundCom Website Engagement App, the Social Media App ensures that you can demonstrate ROI across all digital channels whilst also ensuring that your marketing efforts are at the forefront of the drive to raise assets

Website Engagement

Analytics

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.

LeadDeck

Reporting

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.

Event Manager

Events

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.

Process Automation

Automation

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.

CRM Connector

Integration

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.