ProFundCom

⭐ If you’re having a fancy dinner or getting concierge tips, having a fully-catered “white glove service” makes the experience 10x better. To stand out as a trusted name, clients will want to come back to you for the service alone. This is a concept #fundmarketers should also bear in mind. It’s not far different between choosing a #fund or a food spot with a Michelin star – potential investors are looking to trust someone with a sum of their money and expectations are high. On digital channels, they’re making their informed opinions about what investment they should make, and where. Initial brand awareness on the web is just the start to whet appetites and stir curiosity. 🤝 As generating any repeat business lies further down the line than the initial first impressions. This is why marketers should develop tailored strategies that can transform a prospect into a lead, utilising the metrics about which content is popular with distinct #userprofiles. Luckily, understanding the niches of your audience members – whether they’re first time investors or high net worth individuals – is easier to determine with digital marketing platforms that can identify online behaviours according to several persona factors including… 👤 Demographics 🌎 Geographies 📊 Savings goals ❗ Risk tolerance …and many more. Refining the whole lead generation practice means identifying whether your messaging is resonating with the right audiences, and if they’re taking to the hand-delivered content intended to serve their needs. But it’s the data that gets them through the door, and hopefully along the corridor to a sale with a marketer’s “white glove service”. 🎄 Learn more strategies for generating consistent quality #leads via this blog below, and we hope you all enjoy some excellent holiday time until we see you again soon! https://pfc.ltd/?NTAzNjg

🔺 An added 21% of finance functions have adopted AI since last year, according to Gartner. This has raised the number of companies using the tech to well over half the industry! These implementations are across a broad range of strokes, however: 🗞️ A large number may still be in the research phase. 🗓️ Others may use #GenerativeAI (or #GenAI) purely to plan out content calendars or structure in-person or online events. 💻 Some, like traditional banks, have dipped headfirst into advanced chatbots for website UX and to track historical performance metrics. 🤖 A smaller fraction will have one, two, or a whole number of experimental projects on-the-go. If you’re a fund not quite fully invested in the idea of AI, fear not… …the report also proves that the majority of firms use AI in the same capacity as usual, rather than anything too fancy or left-field. For example, to automate intelligence gathering across their digital platforms. Many marketers will already be fully aware of gathering intel in dashboards, wherever they use them. But it's AI automations helping to build those data centres out! 👍 Now that AI is no longer speculative fiction, the more #financialmarketers that embrace it, the greater its abilities will become for focused tasks. These will make lives easier, opening up space to strategise and implement authentic and tailored go-to market campaigns to suit all investor types looking to place their money with brands they trust. ⚒️ We’ve compiled a few tried-and-tested tools that suit a fund marketer with any level of AI appetite, from the novice to the professional. After all, you can often never beat the originals sometimes, even if the #AI boom delivers even more excellent shortcuts for funds to stay competitive in the AuM-building game. Get started with these tips and tricks below! https://pfc.ltd/?MjQ2NzE

“Automation intelligence” is not quite what the abbreviation means, yet we feel it’s an excellent way for #fundmarketers to see its transformative benefits. Ultimately, fund marketers have an octopus-arm balancing act: 📽️ Maintaining creativity to build exciting #content formats 📞 Boosting #conversion numbers with the sales team 🎯 Analysing the results of campaign A/B testing, and; 🤝 Pleasing superiors by proving marketing's ROI worth. Aspects of these tasks (only representing a fraction of day-to-day actions) are intrinsically linked to the marketer’s out-there thinking. 🔎 While others can be attributed to delving into the weeds of investor data. And as we know, the marketing function is far beyond the stereotype of backstage ‘ideas people’ and expected to be data scientists of high calibre. This is where AI can enter stage left, making sure that no vital touchpoint data to secure new leads gets left unseen in a folder somewhere! It does so by automatically maintaining vigilance over every platform where an investor could lurk – landing pages, a social media feed, or as a recipient of your monthly #fund performance emails. So long as all of these are linked to a central hub, AI can simply accumulate information and present it in a clear fashion for the marketer to use as they see fit. 🚫 That may be to categorise particularly high-scoring leads for personalised campaigns, or to ignore investors that have stopped showing interest. AI can essentially provide the red, yellow and green lights for funds to focus their investment content to the right people, which is far more likely to bear fruit than sporadic communications. There are plenty more ways that “automation intelligence” works as an ideal sidekick, be it for predicting buyer behaviours to ensure compliance. We delve into four profound fund enhancements right here. 👇 https://pfc.ltd/?MTUwNDQ

For anyone with one eye on marketing trends, it’s obvious that tech giants are going big with promoting their AI products. Google has #Gemini, and there’s #AppleIntelligence too. 🤔 Evidently, there’s been no bigger appetite for artificial intelligence for a range of use cases. So why not start your own project? On one hand, #AI could be a next level voice-activated chatbot for a phone, but marketers can also gain powerful customer-trending insights in the palms of their hands in an instant using the tech too. AI’s already been a pivotal piece of the digital marketing puzzle, fuelling a platform's automated search, monitoring and segmentation powers. 📊 We see this in CRM dashboards, where historical touch point trends get crunched down into colourful graphs or word clouds. AI can also comb through your product pages and specific your KPIs for that sales deck you’re working on. More and more though, savvy #fundmarketers are using AI to transcribe outlook videos and repurpose them in all manners of ways: long-form infographics, animated videos, or a thematic blog series that nurtures investment interests over time. The technology is not replicating a marketer's hand in designing impressive and engaging campaigns, it’s just automating the time draining researching activities you’d typically spend half a day on. 🧪 As these AI uses are becoming more common and marketers are getting comfortable, there’s plenty of room to experiment and deliver content in more targeted and creative ways. Plus, you get to be creative with your project’s names. Our #DasBot, for instance, or Amazon’s ‘Rufus’ named after the company's first office dog. The possibilities are endless! Discover more about AI’s elasticity to suit many marketing methods, and a three-point plan to begin or scale your own AI roadmap, with our free guide available below. 👇 https://pfc.ltd/?MTc3NzQ

✒️ Say you had thousands of prospects you’d like to invite to your latest #investment topic webinar. Getting more attention can lead to greater sign ups, attendance and hopefully lead generation. But hand-singing every invitation – often multiple nudges over time in the lead up to the calendar date – sounds impossible for many investors who will want different communication formats from your fund, anyway. You wouldn’t have the time or effort to do this for your birthday (especially if you are lucky enough to have or host a thousand friends!)… … and #emailmarketing is no different! Nurturing applies to in-person event invites, regular content updates, fund performance newsletters and a whole lot more. 🤝 This is where your best friends of the lot are AUTOMATIONS. All your digital touchpoints inform which investors have signed up for what, who's keen to hear more of what you have to offer, and trigger automatic #email refreshers to every one to help nurture those interests. #Automations also help segment communications to the right audiences in a CRM, and know when to keep going or stop sending to those that opt out. There’s therefore no need to randomly whack-a-mole the send buttons. Automations help spread the quantity and flow of nurture campaigns according to user-set wait times. 👍 This not only refrains from bombarding interested leads (who may be put off), but helps maintain that all important deliverability etiquette. And by conducting your own automated split-test experiments, you’ll know the sweet spots for achieving campaign success through data showing which emails get read, opened, or rejected. Email automations are essential tools in the modern marketer’s arsenal, removing impossible manual tasks, and tailoring the right fund content for who matters most. 🎈 There’s no more forgetting who you’ve spoken to or accidentally invited three times already – the jury’s out whether a marketing platform can be used for birthday invitations though! Discover the nurturing and split-test-send automations, and three key others, in this free guide below. https://pfc.ltd/?NjY1Mzc

🥊 Email delivery vs deliverability. Brand advocacy vs awareness. Now… #emailmarketing vs marketing automation – the many close matchups in the #fundmarketing ring! Then again, the ‘vs’ tag is somewhat misleading, as one should not be chosen over the other. 👉 Each example above is an incredibly important strategy for communicating with investors. So separating these distinct practices is paramount to make sure marketers do not lose their value when implemented into any new fund marketing campaign. ✉️ This is especially true in relation to the ultra-popular form of engagement: the email. Sending emails by hand and getting a digital platform to do it on your behalf may be an obvious point of difference between email marketing and marketing automation. But getting into the weeds around where you need to implement manual or automated techniques identifies even more disparities: 💡 What’s best for one-time communications? 💡 Is one better to integrate with multiple channels than the other? 💡 Does personalisation apply to both email marketing and automation? Differentiating these two strategies is a knotty issue that many fund marketers face. But, in fact, understanding the strengths of each practice makes it easier to run them in tandem for an efficient, investor-centric strategy. To make this distinction easier, this knowledge blog runs through the key features, use cases and strengths of both email marketing and marketing automation. Not only that, but a handy matrix within can be saved to keep these USPs front-of-mind for your next #emailcampaign plan. Check it out below! 👇 https://pfc.ltd/?ODA2NTQ

📺 Discover the world of ProFundCom with our video learning centre! We champion funds to entice, entertain and inform their prospects using digestible content formats, and we’ve put our own doctrine into practice on #YouTube. It’s your ultimate destination offering digital platform tips and tricks, and strategic tried-and-tested insights to navigate the tricky, competitive field of #fundmarketing. Get short ‘starter kits’, step by step pathways to success, and replays from Paul Das’s webinar history all tailored around… 🚀 Boosting efficiency for marketing campaigns 🌍 Megatrends and microtrends in the #financial world 📍 Plotting AI roadmaps …and so much more! Tune in, and we hope that you find the quick-fire wins you need via a comprehensive library. 🔎 Find the full channel homepage via the comments below.

⛔ For #email, nothing scares #fundmarketers more than the phrases “bounce”, “spam” and “junk”. None are positive, and jokes aside, frequently missing investors’ inboxes can have dire effects on future campaign efforts. When we send out emails (at least) weekly, making sure as many are read and acted upon as possible is pivotal to boosting investments. The more eyes on your content, the higher the likelihood interested end users will want to engage further. That’s why going ‘back to basics’ for email deliverability is a worthwhile exercise. ⚠️ Mostly because the practice of sending and receiving this form of communication is actually far from simple. It involves multiple moving parts that are, and are not, under the fund’s control: ✉️ Delivery is not the same as deliverability. 🔎 ESPs and ISPs track email behaviours and build #IPReputation scores. 🚫 Servers can block emails if they’re full of mixed HTTP content, or even an overuse of hyphens in a subject line. If it all seems extremely pernickety, it’s unfortunately because it is! Luckily, there’s a checklist of ways to curb ending up on the ‘blacklist’ – a nether-zone for fund marketers due to email’s engagement power. Whether it’s understanding domains, admins, best practices or metrics, constantly refreshing #emailetiquette can stand any marketer in good stead. 👀 Especially with #dataprivacy rules getting evermore strict. Find out our tips for boosting email deliverability below! https://pfc.ltd/?OTc2

🌤️ Marketers of old faced scrutiny when being dubbed the aspirational creatives with their heads in the clouds. However, since when was being creative a detriment to establishing #brandawareness? In fact, it’s becoming more essential than ever to strike a chord with budding investors that will be looking to place favour with one fund in a field of many. 🤝 One distinctive content format, colour scheme, humorous piece of copy or incisive market commentary could secure that final handshake with a new ideal lead. They could then become a loyal investor for years to come, full of recommendations. Now, with the advent of automation tools handling all sorts of time-consuming tasks like bulk email actions, personalised communications, and tracking touchpoints into data visuals, #fundmarketers have more time to strengthen that creative muscle for their future campaigns. To get started, some thoughts: 💥 Can we create an interactive thematic webinar series hosted by our portfolio managers, C-suite or market experts? 💥 How can we redesign our email newsletters and event invites to drive sign ups? 💥 Is it possible to use QR codes, mailed materials, or social media groups to fuel engagement outside of the BAU? #Creativity can come from within or from studying the methods employed by marketers, designers, writers, or content creators you admire. Not just from the financial world, but from all B2B or B2C companies looking to nail that personable, exciting marketing touch. 📚 We compiled a few of our favourite profile-boosting campaigns to inspire any fund. After all, imitation is the sincerest form of flattery! Download the free guide below today, and let your marketing imagination run wild. https://pfc.ltd/?NjE3NDk

✏️ Are you applying the ‘Power of Three Theory’ to your email templates? It’s a concept that has worked well for writers, musicians and legal minds for centuries, but also importantly to designers: three separate visual ideas combining into something great. 💡 It can be useful to lay out each individual section you build up, but it also suggests that less can often be more overall. #Fundmarketers may feel that stuffing every monthly content piece, commentary, intro video, and performance graph into an email conveys all the information that investors will want. Yet recipients are far more discerning in the age where #personalisation rules. They require: 👉 A personal salutation; 👉 A branded look that is recognisable and trustworthy; 👉 And content that fits into the investment strategy or product they’ve been searching for. Within that, they need to be educated, entertained and driven to click through to further marketing collateral or pages with the use of handy buttons. Not only does this look great for the email recipient, but helps the fund marketer generate more touch points, lead scores, and hopefully #AuM – another powerful trio in itself! Across our time assessing what makes every branded email pop for investors, we’ve also discovered a trinity of tips that can elevate emails for successful campaigns in your GTM outreach as follows: 🎨 The colours you use. 🖼️ Where elements are positioned. 💬 How to deliver your information succinctly. Some of these may feel simple, but taking the time to experiment with what’s more readable and accessible could pave the way for exceptional nurture sequences that guide buying decisions. #Emaildesign still wields great power. Check out our main suggestions to get the most out of these three necessary aspects. https://pfc.ltd/?ODA3NTc