Marketing Automation for Financial Services

ProFundCom specialises in marketing automation for financial services. We provide a flexible approach that integrates with multiple systems and APIs to deliver a holistic view of your digital marketing efforts, whilst focusing on the unique compliance and regulation requirements placed on financial services.

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Workflows - built around your requirements

Ease the burden of manual processes and increase operational efficiency with our marketing automation platform for financial services. The ProFundCom Automation Manager provides a solution based on your specific parameters – you can easily set specific rules and triggers for your contacts and originate workflows based on their actions. And our specialised product team will work with you to ensure your automations are built to your exact requirements.



ProFundCom integrates with multiple systems to ensure that your automations synchronise seamlessly with CRMs and any other platforms that you may be using.

If you’re interested in our services, please get in touch today.

Ready to find out how marketing automation can help you raise AuM?

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