Achieving a single view of an existing or prospective investor – so that all available data can be seen in one place – is a major objective for any fund, as it is very powerful from a marketing and sales perspective.
This is why funds are pouring more money into CRM development, as this technology makes it possible.
The alternative to a cohesive and efficient CRM is to have data spread across many different systems, which is difficult to manage and means you can end up with replicated fields across each system. A CRM that captures all relevant data and updaters investor records accordingly avoids this situation, which is why funds are investing so heavily into this type of technology.
If you want to find out how ProFundCom can help you use digital marketing to raise assets schedule a demo here