Event Categories: Asset Management

Fund Marketing: 5 Workflows to Effectively Target AuM

Planning out effective workflows can seem a little daunting but when done right, they are powerful tools that help fund marketers automate all kinds of business processes.

Not all have to be complex and some of our clients have developed simple workflows that have been highly effective in targeting investment opportunities. What is important, though, is putting the work in at the very start to ensure that the workflow will deliver the outcomes you need.

Join Paul Das, CEO of ProFundCom, on the 23rd July at 2pm BST, when he will guide you through how to plan workflows to effectively target AuM.

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