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 effectively together with looking at the following powerful workflows:

  • Workflow #1. Nurture Campaigns
  • Workflow #2. Lead Scoring
  • Workflow #3. Events
  • Workflow #4. CRM
  • Workflow #5. Preference Centres

Please register here to confirm your attendance. If you’re not able to make it on the day, please still register and a replay will be sent to you.

Categories

Asset Management

Tags

Webinar

Event Details

Start Date

July 23, 2021

End Date

July 23, 2021

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Start Time

14:00

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End Time

15:00

Event organiser and venue

Venue Address

WEBINAR, London

Organizer Name

ProFundCom

Tickets

Price

-

Remaining Tickets

49

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Remaining Tickets: 49

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