ProFundCom today announced the latest evolution of its reporting platform with the launch of AuM Catalyst Reporting Suite, an advanced investor engagement analytics suite designed specifically for asset managers, hedge funds, private equity firms and alternative managers.
While most marketing platforms stop at reporting opens and clicks, AuM Catalyst goes further by helping investor relations and distribution teams understand who is engaging, what they care about, where opportunities exist and which investors need attention now.
Built directly into the ProFundCom platform, AuM Catalyst combines AI, marketing engagement, document readership, website activity and campaign performance into a single reporting experience. AuM Catalyst comes in 2 variants – Sales Edition and Marketing Edition. AuM Catalyst Reporting Suite integrates with Salesforce, Dynamics, Dynamo, Satuit and other CRMs.
AuM Catalyst is available to all our clients in 3 versions
Sales and Distribution
Marketing
Investor Relations
The new release includes:
Investor & Prospect Engagement Leaderboards
Company Level Intent Analysis
Content Performance Analytics
Investor Drop Off Analysis
Mailing List Performance
Strategy and Fund Comparison
Investor Journey Reporting
Sales and IR Prioritisation
Instead of spending hours exporting spreadsheets and manually analysing engagement, teams can immediately identify:
Their most engaged investors
Firms showing buying intent
Investors beginning to disengage
Content driving the strongest engagement
Opportunities for follow up conversations
Paul Das, Founder and CEO of ProFundCom, said:
“Marketing data should tell you what to do next, not simply tell you what happened. AuM Catalyst has been built to help investor relations and distribution teams prioritise conversations, improve engagement and ultimately support capital raising.”
Unlike generic business intelligence tools, AuM Catalyst has been designed specifically around the workflow of fund managers and investor relations professionals.
The release also lays the foundation for future AI capabilities that will allow users to ask natural language questions about investor engagement and receive intelligent recommendations based entirely on their own marketing data.
AuM Catalyst is now available to ProFundCom clients.
