Flexible Marketing Automation for Financial Services

roFundCom provides a specialist marketing automation approach. Integrate with multiple systems and APIs to get a holistic view of your digital marketing while fulfilling the strict requirements of financial services regulation.

FEATURES

Integrating industry key features such as:

Workflows to suit you

Our Automation Manager is based on your parameters. Set rules and triggeres for your contacts’ actions to locate workflows, increase efficiency and reduce manual effort. Plus, our specialist product team is on hand to ensure your automations are built as you need.

Integrations

ProFundCom offers a flexible solution, allowing you to integrate with multiple systems within your existing tech stack. We can help make sure your automations synchronise seamlessly with all of your favourite platforms that you already use.

Ready to accelerate AuM and become a fund marketing superhero?

The ProFundCom platform gives unparalleled insights into a companies' funds, prospects and investors and proactively helps to identify opportunities to both raise and preserve AuM.

People who viewed this page found the following interesting:

Using automated email templates that dynamically insert client, fund, or performance data may feel efficient, but in practice it creates a number of risks - both operationally and from a regulatory standpoint.

Why Automated Templates with Embedded Data Are Not Best Practice (and Risk SEC Non-Compliance)

There are many smart automation workflows you can build using ProFundCom - especially tailored for fund-managers. Here are outlined, 10 strong marketing-automation ideas, followed by some tips and best practices for implementing them within ProFundCom (or anyother marketing automation stack).

Complete Marketing Automation Pack For Fund Marketing Teams

AI automates personalized content for diverse investor segments by leveraging data-driven insights, machine learning, and automation tools.

AI Automation for Fund Managers

As a fund marketer, email marketing and marketing automation are related but distinct strategies. Here’s how they differ:

As a Fund Marketer What is the Difference in Email Marketing and Marketing Automation