ProFundCom integrates with Robo-Advisor platforms

Published: 14 July, 2017

ProFundCom has extended its marketing analytics capabilities by connecting into various clients’ robo-advisor platforms and analysing content to provide marketing teams with deeper analytics and content teams with themes that resonate with their end-users. As the robo-channel gets more appealing with robo-advisors offering their services for a fraction of the cost of a human financial advisor. That lower-cost management, combined with features like automatic portfolio rebalancing and tax-loss harvesting, are translating into higher net returns for investors.

“ProFundCom continues to be the leader in innovation for digital marketers in finance. Connecting into robo-platforms was the natural next step once we had integrated social, web and email data into our platform,” said ProFundCom’s CTO Alan Hickman “As the industry expands to providing investor engagement via Messengers like WhatsApp and Messenger, ProFundCom aims to be at the fore-front of that next phase of communication innovation.”

“Whilst we are not at liberty to discuss the robo-advisors using our analytics we are delighted that our analytics platform is adding ROI to the robo-channel by creating actionable insights for the sales teams – this was the key requirements from our clients,” said Paul Das, Founder and Managing Director of ProFundCom, at a recent industry event.

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