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MARKETING AUTOMATION

Build Out Your Digital Marketing Journey

Creating effective investor communications is vital. From one central platform, understand who is engaging with your digital marketing content across all your channels and harness the power of advanced analytics.

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Reporting
Design
Integration
Automation
Templates
Events
Analytics

Excel Data-Connector

Analytics Reporting

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Investor Portal Connector

Analytics Integration

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Outlook Plugin

Analytics Integration

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PDF Page Tracking

Analytics Templates

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CRM

Analytics Automation Design Events Integration Reporting Templates

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Data Room Connector

Integration Reporting

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Tableau Connector

Integration

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PowerBI Connector

Integration

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Survey Manager

Design

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Advanced Mail Server

Analytics

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Dynamic Preference Centre

Design Integration Templates

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API

Integration

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Client Relationship Manager

Reporting

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File Attachments

Templates

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PDF Document Factory

Templates

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PDF Watermarking

Templates

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Google Analytics

Integration

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Social Media Engagement

Analytics

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Website Engagement

Analytics

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LeadDeck

Reporting

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Event Manager

Events

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Digital Rights Management

Templates

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Microsite Designer

Design

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Form Designer

Design

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Process Automation

Automation

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Reporting Automation

Automation

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Template Automation

Automation

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CRM Connector

Integration

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Excel Data-Connector

Analytics Reporting

All data grids can now import and update their data directly into Excel. Live data connections to Excel offer several advantages and are useful in various scenarios, including business, finance, data analysis, and reporting. They are a powerful tool for accessing, analyzing, and reporting on real-time data. They streamline processes, improve accuracy, and empower users to make timely and well-informed decisions in various fields, including finance, business, and data analysis.

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Investor Portal Connector

Analytics Integration

The ProFundCom Investor Portal allows clients to send investors their distributions with a few clicks on their computer. You can send distributions for multiple deals and manage these distributions all from one central location.

The ProFundCom Investor Portal delivers trackable and workflow-based content to investors and related parties. The ProFundCom Investor portal tracks what investors are doing, when and how they engage with documents, which can be used to have informed conversations.

The benefits of the ProFundCom Investor Portal are:

  • Automation: Manage investor reporting in less time and with fewer staff resources.
  • Communication: Security that protects client information.
  • Reporting: Update investors on the status of documents and report internally on engagement.
  • Customisation: White label your ProFundCom Investor Portal to match the look and feel of your brand and website.
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Outlook Plugin

Analytics Reporting

The ProFundCom Outlook plugin gives the ability to track links and PDFs from within Outlook and reports back to the user via Outlook and ProFundCom.

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PDF Page Tracking

Analytics Templates

The PDF Page Tracking App tracks which pages of a PDF are being accessed and for how long. The engagement data is then displayed in the timeline and feeds into the rating engine. The PDF pages are viewed as normal in a browser using the ProFundCom PDF viewer.

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CRM

Analytics | Automation Design | Events Integration | Reporting Templates

The ProFundCom CRM allows users to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities — all in an easy and intuitive interface. The CRM App provides Sales Automation, Calendar Management and Workflows with tight Outlook and Gmail integration.

  • Leads. Converting Lead to Opportunity/Account/Contact.
  • Opportunities. Potential sales in CRM.
  • Accounts. Each account is a central record in B2B model.
  • Contacts. Contact can be related to multiple Accounts with specific roles of relationships.
  • Business Process Management (available in Advanced Pack). BPM tool. Provides an ability to model and automate business processes.
  • Workflows (available in Advanced Pack). Actions can be triggered if specific conditions are met. Available actions: send email, update record, create new record, create notification, assign record by specific rule.
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Data Room Connector

Integration Reporting

Managing a fund or portfolio requires you to review and distil mountains of confidential financial documents to make sure companies are performing the way you and your investors expect. With ProFundCom’s Data Room, you can reliably share high volumes of documents with limited partners, lenders, and portfolio companies. By keeping everything organized in a secure data room, you’ll have greater visibility into your fund and be ready to make the most of any opportunity. The App can be used for Portfolio Company Filings & Reporting, Due Diligence and LP Reporting / Investor Reporting.

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Tableau Connector

Integration

This new integration enables the ProFundCom platform to generate reports in Tableau Software across all digital channels that can be used to spot trends, target campaigns as well as provide a detailed view of all marketing activities. These reports can use static and real-time data and can be deployed within the ProFundCom platform as well as distributed within the organisation.

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PowerBI Connector

Integration

This new integration enables the ProFundCom platform to generate reports in Microsoft PowerBI across all digital channels that can be used to spot trends, target campaigns as well as provide a detailed view of all marketing activities. These reports can use static and real-time data and can be deployed within the ProFundCom platform as well as distributed within the organisation.

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Survey Manager

Design

The ProFundCom Survey Manager App gives users the ability to create online surveys and polls. These can automatically generate different questions and display different pages depending on previous selections. From the polls and surveys created you can gain better insights into the responses. Additional functionality is also available with automation tools provided as part of the AppStore.  The Survey Manager App is completely drag and drop and no programming skills are required.

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Advanced Mail Server

Analytics

The ProFundCom Advanced Mail Server has been developed so that emails sent from our email servers do not appear as BULK emails but as if they have been sent via the desktop with images embedded. This ensures that emails are delivered at 100% even to domains that have actively refused your domain in the past. The implementation of the technology is unique and uses a combination of methodologies to ensure deliverability.

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Dynamic Preference Centre

Design Integration Templates

The ProFundCom Preference Centre App is built around the requirements of GDPR with it being able to detect mailing preferences from the CRM and displaying them for individual investors. Investors can then select the mailing topics, preferences and frequency of updates and the distribution lists will update automatically with their choices.  The App is also able to keep an audit log of all requests which ties in to the GDPR requirements of an individual’s preference selections over time.

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API

Integration

API – Integrates seamlessly with other systems.

ProFundCom has an open application programming interface (API), which makes it easy for your developers to integrate with other systems – with or without our involvement. You can then access all workflows, templates, automation and analytics through a single system. The most common uses of the API are integration with a CRM that is currently not supported – or if there is a custom requirement – and to integrate ProFundCom into a process involving third-party tools and services we don’t currently support.

The API is used to provide integration to external systems

  • Connect to a document production system
  • Connect to a CRM – generally a bespoke CRM
  • To pass analytic data to an external system – such as an enterprise KPI system
  • The API can also be used so that ProFundCom has no user interface and all the mailings are automatically generated and sent
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Client Relationship Manager

Reporting

The ProFundCom Relationship Manager App is a sales management tool designed to help small sales teams manage the sales processes in financial institutions. The ProFundCom Relationship Manager App focuses solely on the requirements of the team doing the selling and does away with elements that generate noise and clutter. It helps the sales team focus on key opportunities with key contact data as well as digital interactions to make more productive calls and meetings.

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File Attachments

Templates

The File Attachment App enables ProFundCom users to send physical email attachments as part of emails as opposed to url and web links in the email body. This app is deployed when people have requested a preference to receive physical attachments or the business processes require the sending of actual attachments. The File Attachment App can be used in conjunction with the Digital Rights Management App and the Water Marking App to provide a secure document delivery solution.

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PDF Document Factory

Templates

The ProFundCom PDF Document Factory App provides the ability to place transaction data as well as personalised content in PDFs that can then be distributed to end clients. This is ideal for personalised valuation statements or client reporting. Extended this can be used to provide Fund Factsheet generation capabilities and used in conjunction with the ProFundCom Process Automation App can provide a fully integrated client communication and reporting platform.

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PDF Watermarking

Templates

The ProFundCom PDF Watermarking App gives users the ability to insert text and any other personalised data into PDF files for security and compliance purposes. These PDFs can then be distributed via the ProFundCom platform and the security and integrity of the PDF will remain intact. This is extremely useful in distributing “for-your-eyes-only” documents and ensuring that the illegal distribution of documents is prevented.

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Google Analytics

Integration

The ProFundCom Google Analytics App gives users the ability to not only track deep engagement from within ProFundCom but also passes traffic details to Google Analytics. When Google Analytics is the prime tool for measuring results across all a clients sites, apps, and offline channels, the ProFundCom Google Analytics App provides all email and related digital analytics within the Google Analytics platform.

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Social Media Engagement

Analytics

The ProFundCom Social Media App allows users to track the engagement of all digital assets that are distributed on social media. The analytics from social media engagement are fed back into ProFundCom which then uses an AI based algorithm to identify the individual who made the engagement.  Used in tandem with the ProFundCom Website Engagement App, the Social Media App ensures that you can demonstrate ROI across all digital channels whilst also ensuring that your marketing efforts are at the forefront of the drive to raise assets

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Website Engagement

Analytics

The ProFundCom Website Engagement App enables the measurement, collection, analysis and reporting of web data for purposes of understanding and optimizing client web usage. The ProFundCom Website Engagement App is used to assess and improve the effectiveness of a website and helps to estimate how traffic to a website changes after the launch of a new campaign. The ProFundCom Website Engagement App provides information about the number of visitors to a website, the number of page views, who the visitors are and what pages they are viewing. It helps gauge traffic and popularity trends which is essential for market research.

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LeadDeck

Reporting

The ProFundCom LeadDeck App allows sales and marketing teams to get real-time alerts of website visitors, new digital behaviour, new prospect activity as well as a list of  prospects that our AI algorithm has identified for a call. The LeadDeck can be embedded in any CRM so that sales and marketing teams can work efficiently from one system. The LeadDeck has sliders that allow sales and marketing teams to customize the scoring of their contacts. Automations can be applied to alert a sales team member if a threshold is exceeded.

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Event Manager

Events

The ProFundCom Event Manager App  provides a “one-stop-shop” for planning and running an event such as seminars, conferences or a simple meet-the-manager. With an event dashboard, dynamic emails and forms, venue management, event life-cycle scheduler, mobile device check-in and integration into CRM, the ProFundCom Event Manager App is also a strategic tool to increase brand visibility and the overall attendee experience. This is not just a solution for the event team, but also the sales & marketing teams, so as to raise assets and demonstrate ROI from the multiple marketing channels.

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Digital Rights Management

Templates

The ProFundCom Digital Rights Management App is a set of access control technologies for restricting the use of proprietary and copyrighted documents. The ProFundCom Digital Rights Management App controls the use, modification, and distribution of copyrighted works, as well as systems within devices that enforce these policies. This protection has come about by the rise of digital media and documents having vastly increased the concerns of copyright-owning individuals and organizations, particularly within the finance sector.

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Microsite Designer

Design

The ProFundCom Microsite App allows users to create a web design to add information to a website, either editorial or commercial or a landing-page for a campaign. The microsite may be linked in to the main site or not or taken completely off a site’s server when the site is used for a temporary purpose. The landing pages  will usually display directed sales copy that is a logical extension of the campaign, advertisement, search result or link. Landing pages are used for lead generation. Landing pages are often linked to social media, e-mail campaigns or search engine marketing campaigns in order to enhance the effectiveness of the advertisements so using other ProFundCom Apps such as the Social Media App as part of the solution will demonstrate ROI.

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Form Designer

Design

The ProFundCom Form Designer App is an easy to use tool which provides you with online contact forms to place onto your website. The ProFundCom Form Designer App has it’s own control panel for completely customized forms. You don’t need any coding experience to create an eye-pleasing form to present on your website which can be completely styled in CSS. To get started on your first form, it’s really as easy as dragging and dropping. You select which box you’d like to appear on your form and then drag it to where you’d like it to appear on the form. Not to mention the fact that there are many different variations of input boxes you can place such as plain text box, a multiple choice box, file upload, drop-down menu, etc. You can also create multiple forms which are easy to manage right from the ProFundCom Form Designer App interface.

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Process Automation

Automation

The ProFundCom  Process Automation App gives you the ability to automate any part of the digital marketing journey.  With the ProFundCom  Process Automation App users can visually map out their digital campaigns and create decisions or actions based on customer behaviour, date, event, lead score or segmentation rule. Users can score contacts on their digital behaviour and their identity, then combine both into an overall third score, which lets you see in an instant how valuable they are, and where they are in the investment cycle – in a process known as Lead Nurturing.

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Reporting Automation

Automation

The ProFundCom Reporting Automation App provides the ability to distribute reports automatically from the ProFundCom platform to internal and external stake-holders. These reports can be scheduled to run at regular intervals as well as be sent to specific groups in any document format that is compatible with standard desktop software. One of the key features of the ProFundCom Reporting Automation App is users define who gets access rights and how protocols are followed. This results in fewer errors and a lower probability of compliance issues since the ProFundCom reporting Automation App keeps track of each report.

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Template Automation

Automation

The ProFundCom Template Automation App allows the content of the email templates to be automated based on a recipient’s specific criteria. With the ProFundCom Template Automation App users have the ability to create standard email templates and automatically populate it with content based on the recipients holdings as well as preferences. The App can also use an AI-based algorithm to add related content into the email template based on the recipients previous and predicted digital behaviors.

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CRM Connector

Integration

The ProFundCom CRM Connector App provides synchronization between the ProFundCom platform and clients’ CRM systems. A typical use case is the ProFundCom CRM Connector App creates a link between the two platforms, so that you can sync prospects, contacts, and leads between the two systems. The connector will also sync marketing lists, campaigns as well as user preferences. Gone are the days of outdated record information, or having to manually update records by periodically exporting prospect date and importing it into the CRM. With the connector enabled, marketing and sales will always have access to the latest, most accurate digital engagement data.

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