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Financial Services Case Studies and Customer Success Stories with ProFundCom

Third Avenue Management - Financial Services - Medium

ProFundCom helped Third Avenue Management, a boutique asset manager, replace Pardot for email marketing. The team struggled with Pardot due... to its complexity and lack of support, needing outside help for basic tasks. ProFundCom offered a simple point-and-click system and included support, making campaign setup easy. The support quality stands out, with fast help and useful webinars. Third Avenue now manages email marketing in-house and values the vendor's service.

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Abner Herrman & Brock - Financial Services - Medium

ProFundCom helped Abner Herrman & Brock triple their email open rates. The investment advisory firm struggled with poor deliverability and... engagement before switching platforms. ProFundCom improved delivery rates and made it easy to track engagement and identify warm prospects. The platform also cut email marketing costs in half. Implementation was simple, and support was always available.

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Waystone - Financial Services - Large

ProFundCom helped Waystone replace Salesforce Marketing Cloud and Constant Contact. Waystone found ProFundCom easy to use and quick to implement.... The platform improved productivity and engagement with email marketing. Waystone praised ProFundCom's customer service and adaptability. The solution is focused on asset management and meets their specific needs.

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London & Capital - Financial Services - Medium

ProFundCom helped London & Capital organize and professionalize client communications. Before, advisers sent messages in an unstructured way. With ProFundCom,... they created a unified email template and improved security for confidential information. The platform's CRM features and strong support impressed the team. London & Capital now use ProFundCom for both marketing and mandatory communications.

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Global Strategic Capital - Financial Services - Small

ProFundCom helped Global Strategic Capital use digital analytics to raise assets under management. The platform made it easy to create... professional templates and embed links in communications. ProFundCom's analytics let GSC track recipient engagement and prioritize contacts. Adding the CRM platform streamlined marketing data and improved sales and relationship management. GSC values ProFundCom's support and flexibility for a lean team.

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Equinox Partners - Financial Services - Medium

ProFundCom helped Equinox Partners improve hedge fund marketing. They switched from Mailchimp to ProFundCom for better client engagement tracking. The... platform integrated with their CRM, giving unique insights into prospects and clients. ProFundCom provided alternative data beyond open rates, helping target the right clients. The team found the product customizable and support helpful.

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Connection Capital - Financial Services - Medium

ProFundCom helped Connection Capital automate their asset raising process. The platform replaced basic email tools and gave deeper marketing analytics.... Connection Capital used automation and drip campaigns to improve client engagement. The Lead Deck feature helped track non-invested clients and speed up activation. ProFundCom became a business-critical system for their sales and marketing teams.

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Abner Herrman & Brock - Financial Services - Medium

ProFundCom helped Abner Herrman & Brock triple their email open rates. The investment advisory firm struggled with poor deliverability and... high blockage before switching platforms. ProFundCom made it easy to create, customize, and track email campaigns. The solution also cut their fees in half compared to their previous provider. Implementation was simple, and support was always available.

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Third Avenue Management - Financial Services - Medium

ProFundCom helped Third Avenue Management replace Pardot for email marketing. The firm struggled with Pardot's complexity and lack of support,... needing outside consultants to send custom emails. ProFundCom offered easy point-and-click email formatting and included support, solving these issues. Third Avenue now manages campaigns in-house and receives top vendor support. Free webinars add extra value for their team.

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Waystone - Financial Services - Very Large

ProFundCom helped Waystone replace Salesforce Marketing Cloud and Constant Contact. The platform was easy to use and quick to implement.... Waystone saw improved productivity and higher engagement with email marketing. The ProFundCom team provided strong customer support and adapted the system to Waystone's needs. Waystone now uses ProFundCom for all email campaigns and engagement tracking.

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Other Industry Case Studies and Success Stories with ProFundCom

Connection Capital - Financial Services

ProFundCom helped Connection Capital automate their asset raising process. The platform was easy to set up and gave deeper marketing... intelligence than their previous tools. Connection Capital used ProFundCom's automation and analytics to track client engagement and improve sales conversations. The Lead Deck feature helped segment and activate clients faster. ProFundCom became a business-critical system for Connection Capital, supporting business growth.

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Global Strategic Capital - Financial Services

ProFundCom helped Global Strategic Capital improve their digital marketing and analytics. The company wanted to raise and retain assets using... a digital solution. ProFundCom's platform made it easy to create professional templates and embed links in emails. The CRM feature let them see all client data in one place. The support team helped them set up and use the system. Global Strategic Capital now finds it easier to manage sales and relationships.

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Equinox Partners - Financial Services

ProFundCom helped Equinox Partners improve their hedge fund marketing. Equinox Partners switched from Mailchimp to ProFundCom to better track client... engagement. The ProFundCom team worked closely with Equinox Partners to integrate the platform with their CRM. This gave Equinox Partners unique insights into prospects and clients by linking email marketing to website activity. ProFundCom provided alternative data that goes beyond open rates, helping Equinox Partners target the right clients and improve their marketing results.

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London & Capital - Financial Services

ProFundCom helped London & Capital improve client communications. Before, advisers sent emails in an unstructured way. With ProFundCom, they created... a custom email template and made communication more organized. The platform was easy to set up and the support team was very helpful. London & Capital now use ProFundCom for both marketing and mandatory messages, keeping information secure. They plan to use the CRM features to find new business opportunities.

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