The New Digital Investor Journey

by | 6 Oct 2020 | Asset Management, Content & Experience


The investor journey has slowly been changing and this change has now been accelerated.

Listen to the Webinar here

When investors look to invest, they are engaging digitally at virtually every stage of their investment journey. Financial services companies need to understand all the digital touchpoints to ensure that they are gathering the correct data and delivering the information that nudges the investment.

Paul Das, Founder & CEO of ProFundCom, discusses:

  • What digital channels should you be focusing on and how can you effectively gather the resulting engagement data?
  • How to easily identify investors and prospects
  • How to successfully match investment products to prospects
  • What content should you be delivering to improve the investor journey?

Listen to the Webinar here. Duration: 27 minutes

Speaker: Paul Das, Founder and Managing Director, ProFundCom

Paul is the Founder and Managing Director of ProFundCom. Starting the business in 2003, Paul wanted to fulfil a vision to provide digital engagement analytics that would directly benefit sales and marketing processes in financial institutions. This has lead to ProFundCom being totally focused on helping the financial services industry use digital marketing to raise AuM. Fifteen years later, Paul and his team have successfully built the leading digital marketing platform for finance that brings all elements of digital activity – email, web and social media – into one place. Paul remains extremely hands-on with heading up the product and client teams and he is also responsible for setting and managing company strategy in conjunction with the executive board. Paul has a first class pedigree in software from working at AT&T, Microsoft and Apple, both in the UK and the USA and hold a first-class degree in Engineering from Kingston University.

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