Category Archives: Hedge Fund

Inbound Marketing Tips for Financial Services

Inbound Marketing Tips for Financial Services

Inbound marketing is a marketing strategy that focuses on the customer or prospect. This implies that companies that practice inbound marketing place a…
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Customer Onboarding for Financial Services

Customer Onboarding for Financial Services

Customer onboarding is essential for many companies, especially in financial services. With financial services, relationships are key. So, starting with exceptional client onboarding…
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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…
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Benefit N ° 2 – CRM Hedge Fund: Get a 360° view of your investors

How can you achieve a 360° view? A 360-degree view of a customer is a collection of all your customer data in one…
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Benefit N ° 1 – CRM Hedge Fund: Quality customer follow-up

Collect and organize data relating to customer interactions Building good relationships and following up on prospects and customers is crucial to acquiring and…
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Why CRM is a “must-have” for Hedge Funds?

Key features of the CRM hedge Fund Currently, the Hedge Fund Industry is in a state of change where today's industry field is…
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Why Hedge Funds are moving to the Cloud?

Not surprisingly, many firms – including those with well-established in-house infrastructures – are making the move to the cloud for a variety of…
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