Published: 23 May, 2020

How To Use Automation To Improve The Investor Experience

Today, in every sector, the customer experience is more important than ever before.

People want and expect service providers to deliver an experience that addresses their particular needs and solves their problems.

The funds sector is no different. Being able to deliver a quality investor experience is an important facet of running a successful firm.

But in the digital age the experience that people want is one that is primarily digital. As the millennial generation comes of age, the days of relationship managers holding most influence within a firm are waning. Millennials have much more input into their buying decisions and thus rely much less on what a company’s representatives may tell them.

Instead, the funds that find success in the future will be the ones that adopt new strategies for connecting and engaging with prospects digitally. Of course, there will always be a place for human interaction, as few major investment decisions will take place without it, but the process of converting potential investors into actual investors now starts and progresses online.

This means the investor experience has to be good across all your interaction with both prospects and clients. And this can be made easier through the intelligent use of
marketing automation. From finding new customers and cultivating relationships, to driving new opportunities and cross-selling to existing clients, the power of automation can help you every step of the way.

But you have to know how to implement and manage it properly. So, this white paper will help you get the best from your investor engagement and unlock the door to getting more from your marketing efforts — from traditional avenues like events to innovative digital experiences — so you can find and nurture prospects, close more sales, and boost AuM.

Download Whitepaper: How To Use Automation To Improve The Investor Experience

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