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How Do You Use Automation To Improve Investment Events?

Published: 21 May, 2020

Automation can help boost your investment events through better communication.

The most obvious way is by setting up automated emails to go out at a regular time leading up to the event – telling people the basics about location, time etc, and also the benefit of attending. And through automatic data analysis, you can tap into engagement reports to find out which prospects on your database are most likely to attend each event – and target them accordingly. What’s more, automation gives you the ability to easily thank people for attending. This is all too often overlooked, but an email just saying thank you for coming and inviting any questions is not only an easy thing to set up, but is an important aspect of investor experience – as it shows attendees that you recognise and appreciates the effort they made in coming to the event.

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