Resources

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Blog

Does A Client Profile Help With Effective Blog Marketing For Funds?

A well-devised client profile of the type of person who is most likely to invest with you helps immeasurably with […]

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Blog

What Must The Fund Marketing Sector Do To Prepare For A Post-Pandemic World?

The most important thing fund marketers must do to prepare for a post-pandemic world is to put resources into communicating […]

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Email Templates / Knowledge

What Personalisation In Email?

Personalisation makes emails more relevant. With email, there is a lot more customer data you have and collect than you […]

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Content / Knowledge

In Fund Management What Is The Best Way To Optimize Email Campaigns?

Optimising any process can be the ultimate can of worms as no campaign response is not dependent one thing it […]

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Knowledge

What Is The Best Way To Build An Email Strategy For Fund Managers?

There are a number of ways that you can build an email strategy and these can be as simple or […]

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Knowledge

How Can I Test My Emails For Compliance In Fund Marketing

Normal email have a whole range of compliance regulations that they need to pass. CAN-SPAM act in the US CASL […]

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Email Templates / Knowledge

What Is The Best Colour For A Button Or A Call-To-Action

No matter what you are told, the evidence shows that it impossible to prove that anyone colour performs better or […]

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Analytics / Email Delivery / Knowledge

When Is The Best Time And Day To Send Emails For Fund Marketing

When you are sending emails looking to raise assets it is important to give it the best chance to be […]

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Content / Knowledge

Which Email Content Performs The Best?

It stands to reason that emails that are promotional in nature will have more images and get caught up in […]

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Blog / Email Delivery / Email Templates / Knowledge

Email Testing Tool For Delivery, Compliance, Blacklisting and Review

Email has remained one of the most dependable channels for digital fund marketer. With the necessity to create campaigns that […]

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Content / Email Templates / Knowledge

How To Add Video In An Email

Major email clients including AOL, Gmail, Yahoo, and Outlook don’t support embedded videos, so your recipients will either not be […]

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Blog

Why Investor Retention Rate Is The Most Important Statistic In Fund Marketing

Perhaps historically investor acquisition has been the one overriding and crucial statistic in fund marketing, but firms are now realising […]

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Blog / Events

REPLAY::5 Ways to Use Marketing Automation to Increase Efficiencies and Investor Engagement

REPLAY::5 Ways to Use Marketing Automation to Increase Efficiencies and Investor Engagement Most financial services firms are now, in some […]

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Email Templates / Knowledge

Forwarded Email Format Issues

Forwarding emails with text and some very simple graphics was never a problem in the past. However, with the advent […]

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Email Templates / Knowledge

Dark Mode Emails – Tips and Tricks

Dark Mode is a relatively new option that is beginning to appear on many devices. It is designed to reduce […]

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Blog

The Email Client Share in 2020 for Fund Marketing

So what changed in 2020 in the world of email clients? Habits have changed, potentially forever and how we all […]

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