REPLAY::Fund Marketing; 5 Workflows to Effectively Target AuM
Planning out effective workflows can seem a little daunting but when done right, they are powerful tools that help fund marketers automate all kinds of business processes.
Not all have to be complex and some of our clients have developed simple workflows that have been highly effective in targeting investment opportunities. What is important, though, is putting the work in at the very start to ensure that the workflow will deliver the outcomes you need.
In this webinar, we looked at
- Workflow #1. Nurture Campaigns
- Workflow #2. Lead Scoring
- Workflow #3. Events – online events including platforms such as BrightTALK
- Workflow #4. CRM
- Workflow #5. Preference Centres
If you want to find out how ProFundCom can help you use digital marketing to raise assets schedule a demo here