Extraordinary results in client servicing and stock picking alike.
A world of opportunities lies outside mainstream fund management. Diverse strategies, unorthodox regions and special situations can create profits from nowhere, or hedge against market downturns.
Marketing and Client services professionals at Hedge fund and Alternative Investment managers must remain vigilant. Complex financial instruments are not meant for everyone, and communications must be targeted to filter out inappropriate audiences.
Hedge fund managers use unusual ways to produce extraordinary results. No tool is more potent than digital to reach and maintain proximity to your professional, well-versed audiences.
"We always tell ourselves that we own parts of actual companies, not simply pieces of paper."
Restricted web content
Some information about Hedge or Institutional funds may need to be restricted. Use CRM-powered portals to distribute to selected prospects and clients.
Secure investor portals
Build investor loyalty with CRM-connected portals for secure valuations and document distribution.
Create a digital channel to capture and nurture leads. Connect to CRMs and marketing automation systems to boost the productivity of your sales team.
Mobile-first websites, integrated with CRM and data, showcase your brand and product range.
Customer success story
Prosperity Capital is one of the largest Russia-focused asset managers. Their portal gives investors secure access to commentary and fund information.
A secure investor portal, integrated with FolioMetrics CRM, for a London-based fund manager.