How To Use Automation To Improve Investor Communication
Perhaps the biggest factor in using automation improve investor communication is the ability to create unified, cross-channel reporting. Develop a […]
How Can A Fund Marketing Team Use A CRM To Help Sales?
For fund marketing engagement data to be truly effective, you need to use a platform within your CRM that tracks […]
How Can A Fund Marketing Team Use A CRM To Help Sales?
In fund marketing, the ultimate purpose of a CRM is to provide pertinent information to sales, through analysis data that […]
How Can Funds Use A CRM To Raise And Retain Assets?
Fund marketing has gone digital. This hasn’t happened overnight – it’s a long trend that has been sent into overdrive […]
How Important Is The Digital Experience To Millennial Investors?
That question can be answered with one word – very. And how fund marketers address the issue of digital experience […]
REPLAY::Fund Marketing 2021; Lessons From 2020 and Your 2021 Toolkit
REPLAY::Fund Marketing 2021; Lessons From 2020 and Your 2021 Toolkit 2020 has undoubtedly been a year that we won’t forget […]
How Can You Use A CRM To Demonstrate Fund Marketing ROI?
In short, you can use a CRM to demonstrate fund marketing ROI by showing key data metrics that make a […]
REPLAY::Eight Ways Investment Managers Should Be Using Digital Marketing Right Now – Part 1
REPLAY::Eight Ways Investment Managers Should Be Using Digital Marketing Right Now – Part 1 The pandemic has structurally changed the […]
How Can Funds Use A CRM To Raise And Retain Assets? Part Three
This is the third in a series of articles about how funds can use a CRM to raise and retain […]
How Can Funds Use A CRM To Raise And Retain Assets? Part Two
This is the second in a series of articles about how funds can use a CRM to raise and retain […]
How Can Funds Use A CRM To Raise And Retain Assets? Part One
Fund marketing has gone digital – a long trend that has been sent into overdrive by Covid-19. I know, you […]
Opalesque Interview::The Unknown Journey and the Changing Face of the Investor: A Marketing Challenge
Paul Das runs a funds digital marketing platform firm in London called ProFundCom. A veteran in the field, his expertise […]
How Do You Use Automation To Boost Your Post-Sales Support?
Automation can help hugely with post-sale investor support. Most obviously because you can automatically track engagement, to see what is […]
When Is the Best Time to Send an Email Campaign?
The answer to “what is the best time to send an email campaign?” is that there is no single “best […]
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