How To Use Marketing Automation To Get The Most From Your Fund Marketing Content
Marketing automation and good content make a very powerful combination, as you can automate distribution to make sure it reaches the right people at the right time. One obvious way to do this is through email. Sending out automated messages to prospective investors on your database is the most basic of automations. But you can […]
REPLAY::How Should Funds Be Using CRM & Digital Marketing to Raise Assets?
REPLAY::How Should Funds Be Using CRM & Digital Marketing to Raise Assets? It’s not surprising that many funds have opted to use a basic email distribution tool to send out marketing campaigns and investor communications. However, the pandemic has suddenly highlighted that this is just not enough. In the face of not being able to […]
How To Make Your Wealth Management Website Work For Your Existing Clients
The best thing you can do for your website – in terms of the client experience – is to set up a portal that gives people a snapshot of the current state of their holdings. But so many wealth management websites fail in this regard, as they are just ‘brochureware’ designed to interest prospects. Obviously, […]