In this engaging panel discussion, we explored how fund marketers can align branding, content, marketing automation, and CRM to create a powerful, self-reinforcing growth cycle.
Our expert panel broke down how these critical pillars—when effectively integrated—drive investor engagement, generate qualified leads, and ultimately boost assets under management (AuM).
What we covered: Crafting Compelling Content: Techniques for creating targeted, authoritative content that positions funds as leaders in the market.
- Marketing Automation & Analytics: Tools and workflows that empower sales teams and drive efficiency across campaigns.
- CRM as a Growth Engine: Real-world examples of using CRM systems to support a proactive and insight-led sales process.
- The Virtuous Circle: A strategic framework showing how these elements reinforce one another to deliver ongoing results.
Featured Speakers:
- Warren Kelly – Basis Point Group
- Andrew Nelson – Dynamo Software
- Paul Das – ProFundCom Moderator:
- Rick Lake – Content & Investment Strategist, University Lecturer at Questrom School of Business
Whether you missed the live session or want to revisit key insights, this replay is packed with actionable takeaways for anyone in fund marketing, distribution, or investor relations.
[icon name=”video” prefix=”fas”] REPLAY::The Virtuous Circle of Fund Marketing: Branding, Content, CRM & Marketing Automation
