Published: 2 December, 2023

ProFundCom Report – Five New Automations That Will Boost Your Fund Marketing

How do you do more with less?

That’s the question facing most fund marketing teams, as the powers that be expect them to produce Rolls Royce results on Nissan Micra budgets. And this is especially true at present. Because when economic times are tough, two things happen:

Tea and biscuits are removed from meetings.

Marketing budgets are slashed.

Yet, just as fund marketing teams are left with less money, they are charged with providing more value – as the pressure is on to drum up more business. So, the C-suite is calling for better results, but with less money to invest. And that’s a tricky position to be in. Happily, there is a way around this problem – and that’s to use the power of automations in your marketing.

A good automation offers you a way out of the ‘how to do more with less’ conundrum – as when you’ve set it up and got it running, it takes minimal effort to manage. Yet it can make a massive impact on your bottom line.

In this report, I’m going to take you through five powerful automation that can boost your fund marketing – nurture campaigns, split testing, lead scoring, CRM automation, and preference centres. But first, let’s just take a look at where marketing sits within a fund – as this has relevance to one of the aims of automation, which is to prove the worth of your department.


Paul Das


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