Using client personas in fund marketing can dramatically improve results and help boost assets under management. And things can be improved even further by introducing artificial intelligence into the process.
For client personas to work effectively, you must assign all prospective and existing investors into a persona group. This can be achieved by manually matching details, but it can be a time-consuming and laborious process. To avoid this, you can introduce an AI engine into your system, which can learn the details of each client persona. Armed with this information, your AI engine will then be able to automatically assign client personas to your leads as soon as they enter your system, based on certain common characteristics. Then your marketing and sales teams will be immediately aware of their presence and can interact with these valuable prospects as appropriate, based on what they know about the relevant client persona.
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