ProFundCom Report – Using A CRM To Raise And Retain Assets – The Insider’s Guide
Everyone in sales or marketing within a fund has one ultimate purpose: To raise and retain assets. There are many different roles and responsibilities involved in making that happen, but that’s the one and only goal of sales and marketing teams. Of course, it’s not easy. It’s a fiercely competitive and ever-changing sector, where the […]
Fund Marketing CRMs vs Generic CRMs – And Related Tech Issues For Fund Managers
The world of fund marketing has gone almost entirely digital, which means that technology is ever more important. And this means that firms that have failed to properly utilise their tech are suffering as a result. One of the biggest problems is when different parts of an organisation own different aspects of the tech stack, […]