We are excited to introduce ProFundCom Copilot, an intelligent assistant designed to help Investor Relations, Distribution and Marketing teams get answers from their marketing data in seconds.
Instread of living a world in the dark, or in Excel or PowerBI or Tableau and than searching through reports or building filters, you can simply ask a question in plain English and Copilot will do the work for you – we all know how to us it so no real explaination needed or training for that matter!
Whether you want to understand investor engagement, identify trends or discover fund raising opportunities, ProFundCom Copilot helps you find the information you need faster.
Ask Questions Naturally
There’s no need to know SQL, build reports or navigate multiple dashboards.
Simply ask questions such as:
Who are our most engaged investors this month?
Which firms are showing the strongest buying intent?
Which campaigns generated the highest engagement?
Which investors have stopped engaging?
What is the best time of day to send our emails?
Which documents are receiving the most attention?
Show me everyone who has viewed a factsheet and visited our website in the last 30 days.
Copilot converts your question into the appropriate query, workflow or artifact before returning the results within ProFundCom.
Built for Marketing Teams at Fund Managers
Unlike general AI assistants, ProFundCom Copilot understands the questions Investor Relations and Distribution teams ask every day.
It has been designed specifically around fund marketing, investor engagement and capital raising, allowing you to analyse:
Email engagement
Website activity
Document readership
Campaign performance
Fund interest
Investor engagement trends
Intelligent Conversations
Copilot remembers the context of your conversation, allowing you to ask follow up questions naturally.
For example:
Show me my most engaged investors.
Followed by:
Which of those have attended a webinar?
Or:
Which funds are they most interested in?
There’s no need to repeat your original question.
Secure by Design
Each client instance operates independently, with Copilot only accessing the data available within your own ProFundCom environment. No part of the data or the query touches the Internet and is not used to train any internal or external model.
The platform has been designed to work securely within our infrastructure, ensuring your data remains isolated while providing fast access to your marketing intelligence.
Continuous Learning
As Copilot is used, feedback can be captured to help improve future responses and identify commonly asked questions.
This helps create a smarter experience over time while giving organisations greater visibility into how teams interact with their marketing data.
This is Just the Beginning with no AI Tax
This first release focuses on helping users retrieve information quickly using natural language – and it available to all clients within their subscriptions.
Future releases will expand Copilot’s capabilities to provide recommendations, campaign optimisation, content suggestions and deeper marketing intelligence.
We’re looking forward to seeing how our clients use ProFundCom Copilot and will continue enhancing it based on your feedback.
