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The Month in Digital Marketing for Finance – October 2023

The ProFundCom team has curated the best events, opinions, insights and resources relating to digital marketing from the previous month […] The post The Month in Digital Marketing for Finance – October...

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What Was the Marketing Sentiment for Asset Managers, Wealth Managers and...

The chart below shows the sentiment across the main financial sectors in August 2023. Sentiment Tracking from the last 18 months […] The post What Was the Marketing Sentiment for Asset Managers, Wealth...

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How To Use Digital Marketing To Find New Investors – Part Five

This is the fifth and final piece in a series of articles about how you can use digital marketing to […] The post How To Use Digital Marketing To Find New Investors – Part Five appeared first on...

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Which Analytics Help Fund Marketers Raise AuM?

Everything we’ve looked at in this course – and everything we do at ProFundCom – comes down to one thing: […] The post Which Analytics Help Fund Marketers Raise AuM? appeared first on ProFundCom.

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Five Tips to Build Successful ABM Campaigns for Funds

All good things come from a solid, upfront plan. The art of account-based marketing is no different as it combines […] The post Five Tips to Build Successful ABM Campaigns for Funds appeared first on...

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What is the anti-CRM movement

In the bustling world of customer relationship management (CRM), a new approach is emerging—the anti-CRM. This unconventional strategy challenges the […] The post What is the anti-CRM movement appeared...

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The Month in Digital Marketing for Finance – November 2023

The ProFundCom team has curated the best events, opinions, insights and resources relating to digital marketing from the previous month […] The post The Month in Digital Marketing for Finance –...

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What Was the Marketing Sentiment for Asset Managers, Wealth Managers and...

The chart below shows the sentiment across the main financial sectors in August 2023. Sentiment Tracking from the last 18 months […] The post What Was the Marketing Sentiment for Asset Managers, Wealth...

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How To Craft The Perfect Content Marketing Plan For Fund Managers

Fund marketers everywhere see a marketing plan as a repeated failure. They keep an eye on it for 2 months, […] The post How To Craft The Perfect Content Marketing Plan For Fund Managers appeared first...

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Ways To Hone Omnichannel Marketing To Suit New Investor Journeys

In this digital age, it’s not so easy to meet up with an investor over a coffee. That hasn’t gone […] The post Ways To Hone Omnichannel Marketing To Suit New Investor Journeys appeared first on...

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How to Achieve Omnichannel Marketing in an ABM Strategy

The thought of an account based marketing strategy may be scary to some funds. Sales teams may think that selecting […] The post How to Achieve Omnichannel Marketing in an ABM Strategy appeared first...

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The Month in Digital Marketing for Finance – December 2023

The ProFundCom team has curated the best events, opinions, insights and resources relating to digital marketing from the previous month […] The post The Month in Digital Marketing for Finance –...

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What Was the Marketing Sentiment for Asset Managers, Wealth Managers and...

The chart below shows the sentiment across the main financial sectors in August 2023. Sentiment Tracking from the last 24 months […] The post What Was the Marketing Sentiment for Asset Managers, Wealth...

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Six Simple Hacks For Creating And Sharing Fund Content

Marketing finds itself as the middleman. It’s not only tough to find new investors by creating and sharing great content, […] The post Six Simple Hacks For Creating And Sharing Fund Content appeared...

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How Funds Can Develop ABM With User Identification

You don’t have to be a super sleuth these days to identify investors keen on your products. Technology has done […] The post How Funds Can Develop ABM With User Identification appeared first on...

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10 Challenges Facing Fund Marketers in 2024

Here are just some of the significant challenges facing fund marketers today. Cutting through the Noise: The financial landscape is saturated […] The post 10 Challenges Facing Fund Marketers in 2024...

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The Month in Digital Marketing for Finance – January 2024

The ProFundCom team has curated the best events, opinions, insights and resources relating to digital marketing from the previous month […] The post The Month in Digital Marketing for Finance – January...

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The Importance Of Email Templates For Branded Fund Content

Despite the influx of all new digital marketing channels, most investors wouldn’t choose to find funds by flicking through a […] The post The Importance Of Email Templates For Branded Fund Content...

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The ProFundCom AI Roadmap

For fund managers, AI in marketing automation unlocks crucial advantages: hyper-personalization reaches ideal investors, optimizes campaigns in real-time, and extracts valuable […] The post The...

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Advisers Take Action: Complying with the SEC’s ‘New Rules’

US investment professionals, be aware: the SEC’s ‘New Rules’ are in full force that can affect your investor communications. Introduced […] The post Advisers Take Action: Complying with the SEC’s ‘New...

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