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REPLAY::5 Ways to Use Marketing Automation to Increase Efficiencies and Investor Engagement

Published: 2 February, 2021

REPLAY::5 Ways to Use Marketing Automation to Increase Efficiencies and Investor Engagement


Most financial services firms are now, in some way at least, on their digital journey yet many don’t appreciate or understand the efficiencies that marketing automation can offer.

But what exactly is marketing automation? Some see it as simple workflows that work for their asset raising process, others see it as fully integrated solution that encompasses CRM, lead generation, dynamic content and more.

We covered:

• Marketing automation basics – what can you do simply and effectively?
• What impact does automation have on efficiency?
• Generating dynamic content and developing the investor experience
• How can you target opportunities using automation?
• CRM integration – enabling IR and business development

 

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