Communication & Marketing Automation for Finance Sector
Financial Services Case Studies and Success Stories with ProFundCom
CASE STUDY Third Avenue Management
ProFundCom helped Third Avenue Management, a boutique asset manager, replace Pardot for email marketing. The team found Pardot hard to use and needed outside help to send custom emails. ProFundCom of...fered a simple point-and-click system and included support. Third Avenue now sends emails easily and gets fast, helpful support. The company values the free webinars and plans to explore more features in the future.
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.
Waystone improved email marketing efficiency by replacing Salesforce Marketing Cloud and Constant Contact with ProFundCom, leading to better asset management communication outcomes.
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 Pr...oFundCom'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.
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 wit...h 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.
Abner Herrman & Brock increased their assets under management (AuM) using ProFundCom's marketing solutions. This improvement was achieved through enhanced email marketing and reporting strategies.
Abner Herrman & Brock increased their assets under management (AuM) using ProFundCom's marketing solutions. This improvement was achieved through enhanced email marketing and reporting strategies.
Waystone improved email marketing efficiency by replacing Salesforce Marketing Cloud and Constant Contact with ProFundCom, leading to better asset management communication outcomes.
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 mor...e 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.
