Published: 2 May, 2025

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

Register here

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

 

 

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