Product

ProFundCom Product & Service Notification 7th August 2022

Published: 7 August, 2022

As a user of the ProFundCom platform, we want to notify you that there have been some changes to the platform. We will be sending these notifications every time there are updates to the platform.


Journey Orchestration
Impact: Medium
Section: Automation
Description:
The ProFundCom Automation App has been extended to also include Journey Orchestration. With Journey Orchestration, ProFundCom clients will be able to enable theco-ordination of investor experiences in real-time to encourage investors or prospects to continue to engage with a firm. Customer journey management is the process of determining what information customers need at in each phase of their journey to move them to the next step. For example, if a customer is investigating a brand, the company needs to know how to convince them to make an investment.


Automatic Tagging
Impact: Medium
Section: All
Description: 
Based on how you name links, documents and campaigns, ProFundCom will automatically tag the assets which provides assistance in reporting especially for clients with multiple funds.


Explainer Text Interface
Impact: Medium
Section: All
Description: The explainer text has been improved across the whole platform


Find out how ProFundCom can help you

Sign up for a 3 month trial. We’ll help you get going and answer any questions.