How Can Funds Use A CRM To Raise And Retain Assets? Part Three
This is the third in a series of articles about how funds can use a CRM to raise and retain AuM. We’ve looked at how digital marketing analytics within a CRM can supply sales teams with key information about prospects and clients in an easily accessible format. But what about marketing? How can data analytics […]
How Can Funds Use A CRM To Raise And Retain Assets? Part Two
This is the second in a series of articles about how funds can use a CRM to raise and retain AuM. I’ve already made the point that the key stats you need within your CRM are related to who is and isn’t engaging with your content, as that shows you who may be looking to […]
How Can Funds Use A CRM To Raise And Retain Assets? Part One
Fund marketing has gone digital – a long trend that has been sent into overdrive by Covid-19. I know, you get it. Nine months into the pandemic and resultant lockdowns – everyone in fund marketing gets this. But are you doing anything about it? It’s a situation that means now, more than ever, you need […]