Integrations

CRM

Because we are independent, we integrate with any CRM, be that bespoke or off-the-shelf. Ensure digital marketing engagement is successfully pushed back into your CRM and the systems talk to each other when it comes to distribution lists, preferences and unsubscribes.

We can even generate calendar appointments for sales teams, so they don’t forget to call people who are showing new digital behaviour.

Dynamic Preference Centre

Maintain GDPR compliance using our solution, which detects mailing preferences from the CRM and displays them for individual investors to select mailing topics and frequency of updates.

Our App automatically refreshes distribution lists accordingly, and is able to keep a log of individual preferences over time for GDPR audits.

Power BI & Tableau

No need to run multiple systems! Plug Power BI or Tableau into ProFundCom to generate powerful visualisations and business intelligence reports based on your marketing data.

Reports and dashboards can be both deployed in ProFundCom and distributed within your organisation.

Investor Portals

Plug ProFundCom into your Investor Portal so you can understand more about what your investors are accessing and get deep analytics that feed back into our Marketing RoI dashboard.

Fund Document Platforms

We integrate with most of the major fund document solution providers so you can track how investors are engaging with important information relating to funds and investments.

Google Analytics

Easily track deep engagement from the ProFundCom solution, to then pass traffic details to Google Analytics automatically.