Benefit N ° 3 – CRM Hedge Fund: Better engage your investors with personalized Marketing

Align Marketing and Sale to retain and gain more customers

The investor servicing team needs to regularly distribute information to Investors. Information such as performance reports, Fund Manager newsletters or new fund launches all need to be distributed in a personalised and timely fashion across different channels.

What is automation?

Automation is a fantastic way to boost your fund marketing. Used correctly, it can streamline common tasks, eliminate the tedium of manual processes, and speed up your entire marketing and sales lifecycle.

What are the advantages?

Using a Marketing Automation Tool, you are always communicating with potential investors – and devise email and landing page templates that can be adapted to suit the individual requirements of each campaign.

Furthermore, by synchronising your CRM and Marketing Automation tool, you can leverage this information to engage, nurture, and eventually convince your leads to convert to customers.


About Asklogix

Asklogix is a CRM software vendor, based on the Salesforce platform, designed for Financial Services.

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