Digital Marketing for Wealth Managers
Ensure you deliver a unique experience to your existing and prospective investors. Gain trust by effectively delivering personalised content. Manage events, both live and online, and gather critical information about specific contacts. Make engagement data easily accessible by your relationship managers so they can grow and retain investments.
As a wealth manager, customer-centricity needs to be at the heart of everything you do. You need to be able to deliver personalised communications, seamlessly and without delay, together with tracking investor engagement across email, events, investor portals, social media, and your website.
ProFundCom’s specific solutions for wealth managers will enable you to manage and understand your digital marketing campaigns from one unified platform. Gain invaluable insights into what content is resonating and push deep engagement data into your CRM so relationship managers are better informed.
Ensure your investors are benefitting from a personalised experience to drive customer engagement and loyalty. Utilise dynamic template creation based on a contact’s preferences and sync distribution lists between your CRM and ProFundCom
Use ProFundCom’s advanced event management solution for seamless delivery of online and live events. Create dedicated event microsites, design beautiful invitations, track registrations and use powerful automations to trigger actions based on engagement.
Integrate ProFundCom with your CRM, investor portal and investment document platforms. Push digital marketing engagement data into your CRM and ensure effortless syncing of distributions lists and communication preferences. If you have an investor portal, track how investors are engaging with important information relating to their investments.
Wealth Manager Package
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 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 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.
PDF Page Tracking
Analytics Automation Design Events Integration Reporting TemplatesDetail
Social Media Engagement