Published: 23 May, 2024

The Month in Digital Marketing for Finance – May 2024

The ProFundCom team has curated the best events, opinions, insights and resources relating to digital marketing from the previous month and looking forward to the month ahead. The team not only look to bring you the best articles for investment managers and hedge funds but also articles, in general, that marketers find useful.

Post of the Month

Dynamo – Navigating the Future of Hedge Fund Management

The landscape of hedge fund management is notoriously dynamic and complex, presenting a unique set of challenges and opportunities for fund managers. This research report, published through a partnership between Dynamo Software, Dakota, and ProFundCom, is grounded in a primary research survey of leading hedge funds. The report aims to dissect these intricacies by examining current trends, key challenges, and strategic insights, juxtaposed against the broader universe of General Partners (GPs). By offering an analytical comparison, we strive to reveal the nuanced ways hedge funds are navigating an evolving market. Leveraging response data submitted through a detailed survey that probes into investment methodologies, management tactics, fee models, and the integration of new technologies, our research is augmented with valuable industry insights and expert analyses. This data is further enriched with industry insights and expert opinions, forming a multifaceted view of today’s hedge fund ecosystem. Download report.


Nielsen – 2024 Annual Marketing Report Maximizing ROI in a fragmented world

Discover how global marketers are allocating budgets, measuring success and what these trends mean for your own impact planning. Nielsen surveyed marketers around the world to understand where they’re spending, what their goals are and what’s getting in the way of maximizing their ROI. By analyzing these plans and priorities, we’ve developed recommendations to sharpen your own ROI strategies for 2024 and beyond. Marketers feel better about budgets this year despite inflation, slowed consumer spending, and supply chain uncertainties. But they won’t spread that money evenly across the buyer journey, and a siloed view of performance may hurt marketers’ ability to deliver on full ROI potential. Download report

White Marble – Launching a lead generation pilot – technology and data

Part 1 of this series outlines the steps needed to map your prospects’ journey during your campaign. This second part will look at how to bring it to life using the tools you have at your fingertips. There are a few key elements, namely: lead scoring, lead grading (optional), marketing automation and data. Read more

ProFundCom – Your AI Roadmap For Fund Marketing

Whether you start the day with coffee and a newspaper, scan social media on your mobile, or open your laptop to a web browser, you will be familiar with artificial intelligence (AI). It’s no longer a futuristic concept from the pens of science fiction writers. Instead, its current power lies at the fingertips of fund marketers everywhere. In our eyes, this is far from a bad phenomenon. A few years ago, AI only echoed in the office corridors, as public knowledge of its practical use was minimal. Things seem to have changed rapidly, with ChatGPT entering the mainstream and spinning up pages’ worth of readable material. It has helped many understand that marketers have been honing AI for their outreach campaigns for a while—an even bigger digital helping hand for communications-based teams than some may have been aware of, no matter which industry. But that being said, the financial sector still has a lot of catching up to do. Big tech players have entered the “chessboard”, using applications and platforms driven by the expertise of computer scientists looking to future-proof the current practical uses of machine learning and then supercharge it to new levels. It’s time for fund houses to stay up to date. Luckily, AI can be implemented right away. Download Report

Marketing Week – Four ways to find out where your customers are coming from

Whether it’s leads from a referral partner or directory, or engagement with your sponsored and placed content, prospects from referral channels often show signs of high intent and genuine interest in your business. This makes referral channels some of the most valuable tools available to marketers – but they’re rarely used to their full potential. Without the ability to track referral channels’ performance and accurately attribute sales and conversions to specific sources, there’s no way to be sure you’re investing your marketing budget in the right channels. Here’s a closer look at why you might be missing parts of the picture when tracking leads from referrals, and what you can do to unlock the full potential of your channels. Read more




The ProFundCom Digital Marketing Benchmark provides real-time access to all of ProFundCom’s digital marketing data from over the last 20 years, giving users the ability to compare how their marketing campaigns are performing versus sector peers. Further details of how other organisations are carrying out similar processes and the associated results are also available. The anonymised data is over 10 terabytes in size (which interestingly is the amount of data produced by the Hubble Space Telescope per year!) and will be split into different industry sectors as well as AuM. Access ProFundCom Benchmarking here


ProFundCom Whitepapers

ProFundCom Free Tools

As a fund marketer, testing your email marketing campaigns on different devices and email clients is one of the most important tasks. Couple that with compliance, avoiding the JUNK folder, and avoiding getting added to blacklists. What most fund marketers have found is that generic mailing platforms just don’t have that ability. Whilst ProFundCom has this built into our platform, we have made this available as a free service if you are a financial marketer. If you provide us with the HTML in the form below we will run the following tests on the email

Instant Previews – Instantly see how your email will appear on over 70 different email clients
Instant Blacklist Report – See whether your sending address is blacklisted on popular domain blacklists
Instant SPAM Check – Rate how likely your email will end up in Junk folders
Instant Compliance – Compare your email’s content against compliance heuristics

If you want to find out how ProFundCom can help you use digital marketing to raise assets schedule a demo here

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