It’s a hard truth, but most fund and asset management marketing teams are still operating like it’s 1998 – there I said it!!!
Manual distribution lists.
No integrations.
Email-centric analytics.
Generic fund updates.
Post-event follow-up that depends on someone remembering to send it.
Limited visibility into who is truly engaged. And almost no way to evidence marketing’s contribution to inflows.
At the same time, investors expect institutional-grade, personalised communication – and the C-suite expect marketing to demonstrate measurable impact on AuM.
In this webinar, we explored:
Why you must go beyond email opens to understand investor behaviour and intent
The hidden operational risk in manual investor communications
Why most automation initiatives fail in alternatives
How sophisticated managers are replacing static distribution lists with data-led investor segmentation
The shift from “campaigns” to capital-raising infrastructure
