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REPLAY::The New Digital Investor Journey; How Should You Be Collecting Data and Matching Funds to Prospects?

Published: 10 August, 2020

Meeting Recording: REPLAY::The New Digital Investor Journey; How Should You Be Collecting Data and Matching Funds to Prospects?


The investor journey has slowly been changing and this has now been accelerated.

When investors look to invest, they are engaging digitally at virtually every stage of their investment journey. Financial services companies need to understand all the digital touchpoints to ensure that they are gathering the correct data and delivering the information that nudges the investment.

Join Paul Das, Founder & CEO of ProFundCom, on the 21 August at 2pm BST when he will be discussing:

  • What digital channels should you be focusing on and how can you effectively gather the resulting engagement data?
  • How to easily identify investors and prospects
  • How to successfully match investment products to prospects
  • What content should you be delivering to improve the investor journey?

If you would like to book a 1:1 session with Paul Das about this subject or anything relating to raising AuM with digital marketing then follow this link to directly access his calendar and schedule a Zoom call.

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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