Artificial Intelligence (AI) is going to play an increasingly important role in fund marketing. And this isn’t a negative thing – AI is a tool for people to use, not a replacement for them
The value of AI lies in its huge analytical power, with which it can automatically scan massive amounts of data to identify those who are most likely to invest with you, or redeem their assets, and thus need immediate attention from your sales team. AI can also be taught to spot client personas, so is able to flag up potential investors as soon as they enter your system. In addition, it can identify valuable cross-selling opportunities. However, you must ensure that AI data is brought together in one single digital platform, so that it’s easily accessible and digestible by your sales and marketing teams.
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