The Virtuous Circle of Fund Marketing: Branding, Content, CRM & Marketing Automation
Join us for an engaging panel discussion exploring The Virtuous Circle of Fund Marketing: Branding, Content, Marketing Automation & CRM on 29 May at 2pm BST/9am EST.
Our expert panel will delve into how aligning these three pillars can create a powerful, self-reinforcing cycle that drives engagement, generates leads, and ultimately boosts your AuM.
Date: 29 May 2025
Time: 2pm BST/9am EST
Duration: 45 minutes
Here’s what you’ll learn:
• Crafting Compelling Content: Discover how to create targeted content that resonates with your audience and positions your fund as a leader in the field
• Analytics for Sales Enablement: Explore the latest marketing automation tools and techniques to streamline your workflows, nurture leads and maximise efficiency.
• Leveraging CRM Power: Learn how to effectively utilise your CRM system to ensure it’s built for a pro-active sales process
• Building the Virtuous Circle: Understand how these three elements work together to create a continuous loop of engagement and growth.
Our expert panel includes:
Warren Kelly, Basis Point Group
Andrew Nelson, Dynamo Software
Paul Das, ProFundCom
Moderator: Rick Lake, Content & Investment Strategist & University Lecturer, Questrom School of Business Event