Fund Marketing Emails That Work: A Guide to Mastering Templates
Never Underestimate the Humble Email
Sifting through emails is a universal experience. Coupons and promotions, shopping cart reminders, or a wedding invite to RSVP to. Investors likewise hope to receive updates from the fund they place their money with, so making them stand out in their inbox is imperative.
This presents amazing fund marketing opportunities: emails cover a range of content formats from product releases to monthly factsheets or a plug for a new video series on ESG investing. Plastered with a logo, colour scheme or people photos, they do a lot of brand awareness hefty lifting without much effort.
That is so long as there are templates in place. They work as a blank canvas with swappable components, making sending off personalised versions to every subscribed investor much quicker, without the headache of failing compliance. When this distribution can be automated, the sky’s the limit for reiterating great investor experiences.
We’ve been singing the praises of email marketing templates since we first started ProFundCom, and we’re still going!
There’s rarely a greater form of financial communication than the email format – fund marketing’s Venus de Milo – so crafting the best examples you can from the ground up should help reap AuM returns time and again.
We hope you find this template guide packed with information to help you do just that.
