The Month in Digital Marketing for Finance – November 2019

Published: 30 November, 2019

The ProFundCom team have curated the best events, opinions, insights and resources relating to digital marketing from the previous month as well as looking forwards 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.


LONDON Digital Marketing Day

5 December, London – Join us at Beyond Digital where we’ll ask how navigate a world where digital isn’t an add-on – it’s integral. Explore how to use data to listen, when the rest of the world is shouting. Learn where and when to create space for connections. Crucially, explore how we can use digital to stay human. Register here

Asset management marketing: an adviser view

19 December, London – Marketing to UK financial advisers is no easy task and in the current competitive environment, service providers are under heightened pressure to demonstrate their value. Yet despite these challenges, there are many ways service providers can differentiate their business and earn advisers’ trust. Register here


December 5-6, London – SHARP is a marketing & PR conference with a difference. The core focus is around in-depth practical advice on a range of marketing and PR topics, followed by implementation plans – so that what you learn on the day will get actioned and make an impact. Register here



ProFundCom – How The Rise Of The ‘Digital Native’ Investor Is Impacting The Fund Marketing Sector

A generational shift is taking place in the investment sector. Older investors are rapidly giving way to a younger generation of millennials who have a very different outlook on what they expect from fund companies and how they expect to interact with them. These are people who have grown up immersed in technology and connectivity – digital natives who expect personal, convenient communication through the channels that they use and favour. So, the ability to offer a strong and seamless digital client experience is now more vital than ever. Read more


Marketing Week – Even the simplest metrics require forensic analysis

Marketing metrics have a tendency to tell you how you’re doing without telling you what to do and to exist within something infinitely more complex. Read more

MarketingWeek – Measure as you go, not at the end

Marketers need to make sure they have set aside enough money to provide the evidence and insight they need to deliver impactful campaigns confidently and consistently. Read more


ProFundCom Whitepaper: How To Use Client Personas To Boost Your Fund Marketing

Fund marketing is lagging behind in understading client and investor personas, as both prospective and existing investors tend to be grouped according to their attitude to risk. Although this is important information, it is a very broad grouping and is too generalised to deliver a truly personalised marketing service. For that, you need to dig deeper – and find out about a person’s preferences across a range of factors, not just risk. Download whitepaper here.

What will Europe’s e-privacy regulation mean for your business?

The ePrivacy Regulation, an elaboration of the GDPR, has been moving closer to adoption; beyond preparing for compliance, smart companies can find business advantages Download whitepaper here

Monday Marketing Quote

The greatest enemy of knowledge is not ignorance; it is the illusion of knowledge. The famous physicist Stephen Hawking

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