Investor Portal Integration For Fund Managers
More and more managers are building out investor portals. However, the data generated by these portals are not being harvested by the marketing teams and as a consequence, no automations are being built. Those that have integrated their investor portals have built automations that assist in the investor engagement and retention programs of IR teams. […]
Zoom Automations For Fund Marketing
With Webinars and Zoom/ Teams calls now part of the marketing mix, there is a new need to capture this data. With this data, marketing teams can feed this into CRM systems as well as into ProFundCom’s LeadDeck to work out the best prospects to speak to. In addition to this, with Zoom automation, you […]