Marketing Automation for FolioMetrics

ProFundCom’s integration with FolioMetrics provides the Marketing Automation component of a very well-thought-out and complete CRM. The FolioMetrics solution provides an integrated platform for hedge fund investor relations and marketing teams. It provides full functionality around Contact management, Pipeline tracking and Investor liquidity, amongst many other features.

Marketing Automation is an important component of the FolioMetric platform. It can help managers save time and resources, improve the efficiency and effectiveness of their marketing efforts, increase revenue, enhance investor experience, and provide valuable insights to inform future campaigns.

Without effective marketing automation, managers may struggle to manage their marketing efforts effectively and may experience several negative consequences including the inability to raise and preserve AuM.

The integration of FoliMetrics and ProFundCom provides clients the ability to:

Save Time
Improve Efficiency
Increases AuM
Enhance Investor Experience
Provide Investor Insights

Our FolioMetric and ProFundCom integration has provided us with insights and processes that have improved our asset-raising capabilities

Tom Sherwood
Direct Marketing Manager
Guinness Global Investors


Saves Time

By automating repetitive tasks such as email campaigns, social media posting, and lead nurturing, marketing automation frees up time for marketers to focus on more strategic tasks, such as creating new campaigns or analyzing data.

Improves Efficiency

Marketing automation allows businesses to streamline their marketing efforts and create more targeted campaigns. With automation, marketers can segment their audiences and send personalized messages to each group, leading to higher engagement rates and more conversions.

Increases AuM

By delivering more targeted and relevant messages to prospects and investors, marketing automation can help managers increase their conversion rates and generate more AuM.

Enhances Investor Experience

Marketing automation allows managers to engage with their investors on a more personal level, by sending timely and relevant messages at every stage of the investor journey. This can help build stronger relationships and increase investor loyalty.

Provides Investor Insights

Marketing automation platforms often provide robust analytics and reporting tools, allowing businesses to track their marketing campaigns and measure their success. This data can be used to make more informed decisions about future campaigns and optimize marketing efforts for maximum effectiveness.